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S.E.E.D. PLANNING GROUP, LLC

BINGHAMTON, NY · CRD 188521 · IAPD ↗ · (607) 217-5091

$568.0MRegulatory AUM
18Advisory reps
28Employees
25Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — S.E.E.D. PLANNING GROUP, LLC crossed $500M in regulatory AUM ($490.9M -> $568.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
April 2025 — S.E.E.D. PLANNING GROUP, LLC changed its website from seedpg.com to seedplanninggroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
71
April 2025 — S.E.E.D. PLANNING GROUP, LLC grew from 14 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
July 2024 — S.E.E.D. PLANNING GROUP, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — S.E.E.D. PLANNING GROUP, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.