Summary

S.E.E.D. Planning Group LLC

Founded in 2013

Description

Not your traditional Financial Advisors. Fee-only financial planner and investment fiduciaries. No Commissions. Investment Management.

Strengths

  • S.E.E.D. Planning Group LLC has a strong market share in their industry
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Since S.E.E.D. Planning Group LLC was founded, the company has grown faster than the industry average

Weaknesses

  • Revenue generated per employee is less than the industry average
  • Variance of revenue growth is more than the industry average

Annual Revenue

S.E.E.D. Planning Group LLC's annual revenue

$5175000

Based on Kona Equity data

  • Revenue per employee

    $323438

  • Variance of revenue growth

    0.88

  • Annual revenue growth since founding

    $470455

  • Revenue growth rate from first known quarter to current

    -31.9%

Employee Count

16 employees

  • Employee growth rate from first known quarter to current

    -36.8%

Executives

Ryan Berkeley

Chief Financial Officer

r**@seedpg.com

Frederick Costantino

Partner, Wealth Manager

f**@seedpg.com

Kerstin Driscoll

Director of SUITE

k**@seedpg.com

George Scott

President

g**@seedpg.com

Travis Maus

Managing Partner

t**@seedpg.com

David Nirchi

Vice President, Strategy & Operations

d**@seedpg.com

Emmy Shafer

Client Experience Team Associate

e**@seedpg.com

Mae Tichenor

Client Experience Team, Team Morale Head

m**@seedpg.com

Thomas Bartyzel

Investment Associate

t**@seedpg.com

Amy Michaels

Partner and Financial Planner

a**@seedpg.com

Nellie Lunny

Director of Sprout, Financial Planner

n**@seedpg.com

Andrea Vaioli

Manager, Wealth

a**@seedpg.com

Jessica Raybeck

Associate Planner

j**@seedpg.com

Stephen Campbell

Partner, Chief Brand Officer

s**@seedpg.com

Daniel Kain

Manager, Wealth

d**@seedpg.com

Kevin Mccarter

Financial Planner

k**@seedpg.com

Irina Sweeney

Manager, Operations

i**@seedpg.com

G Score - 4

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

31 Lewis St., Ste. 401 
Binghamton, NY  13901

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

Sierra Pacific Financial Advisors

sierrapfa.com
  • Location: Pleasanton, CA
  • Annual Revenue: $1.9M
  • Employees: 5
  • Sierra Pacific Financial Advisors, LLC is a fee-only financial planning and investment management firm with offices in Pleasanton, Cupertino and Oakland, CA, providing objective financial solutions for business owners, corporate executives, professiona...

Tarheel Advisors

tarheeladvisors.com
  • Founded in 2008
  • Location: Greensboro, NC
  • Annual Revenue: $5.1M
  • Employees: 8
  • Tarheel Advisors, LLC is an independent and fee-only financial advisory firm that has been providing wealth management and financial planning services in North Carolina since 2009. They specialize in wealth management, financial and retirement planning...

Poulos Advisors

poulosadvisors.com
  • Founded in 2007
  • Location: South Burlington, VT
  • Annual Revenue: $1.6M
  • Employees: 9
  • Poulos Advisors, Inc. is an independent wealth management firm that delivers comprehensive financial planning and investment management advice, serving as your dedicated partner to help build and protect your wealth. We strive to minimize conflicts of ...

Hamric Wealth Advisors

johnhamric.com
  • Founded in 2001
  • Location: Clarksville, TN
  • Annual Revenue: $1.1M
  • Employees: 6
  • Hamric Wealth Advisors is a financial advising company that focuses on building personal relationships based on mutual trust with their clients. They understand the importance of the client's future and provide comprehensive financial assessments, assi...

The Dowling Group

thedowlinggroup.com
  • Founded in 1979
  • Location: Greenwich, CT
  • Annual Revenue: $1.4M
  • Employees: 6
  • the Dowling Group: Independent CPAs in Greenwich. Income tax preparation, financial planning, wealth managers, investment advice & family office financial services.

Callahan Financial Planning Company

callahanplanning.com
  • Founded in 2010
  • Location: Omaha, NE
  • Annual Revenue: $1.3M
  • Employees: 6
  • Callahan Financial Planning is a fee only personal financial planning and investment management company. With offices in Omaha & Lincoln, Nebraska, and in San Francisco, San Rafael, and Mill Valley (in Marin County) in California, the company provides ...

Key Information

  • SIC: 6211; 621
  • NAICS: 523; 52393
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with S.E.E.D. Planning Group LLC.

See similar companies

Frequently Asked Questions

Where is S.E.E.D. Planning Group LLC located?

S.E.E.D. Planning Group LLC's headquarters are located at 31 Lewis St., Ste. 401  Binghamton, NY  13901.


What is S.E.E.D. Planning Group LLC's official website?

S.E.E.D. Planning Group LLC's official website is seedpg.com


What is S.E.E.D. Planning Group LLC's revenue?

S.E.E.D. Planning Group LLC's annual revenue is $5.2 M.


What is S.E.E.D. Planning Group LLC's SIC code?

S.E.E.D. Planning Group LLC's SIC: 6211; 621


What is S.E.E.D. Planning Group LLC's NAICS code?

S.E.E.D. Planning Group LLC's NAICS: 523; 52393.


How many employees does S.E.E.D. Planning Group LLC's have?

S.E.E.D. Planning Group LLC has 16 employees


What industry does S.E.E.D. Planning Group LLC belong to?

S.E.E.D. Planning Group LLC is in the industry of Financial services.

Next step

Visitors review