Seamless Financial Planning

Overview

Seamless Financial Planning is a small, owner-run independent registered investment adviser that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm operates fee-for-service using a mix of percentage-of-AUM and flat fees and concentrates on managing client portfolios through pooled public vehicles rather than acting as a capital allocator to third-party alternative managers. Seamless Financial Planning is not designated as an active ESG investor and does not report multi-state advisory operations. Investment activity is concentrated on discretionary management for a handful of high-net-worth clients; the firm’s stated advisory activity centers on constructing and maintaining client portfolios and delivering financial planning guidance rather than running separate institutional or pension consulting lines. Given the firm’s classification and scale, manager selection appears focused on mutual funds and other public pooled funds rather than direct manager-of-managers or extensive external fund commitments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices