SEAPORT FINANCIAL PLANNING, LLC

SEAPORT FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 149874). Regulatory assets under management: $55.1M.

Registration

• CRD: 149874
• Type: Registered investment adviser
• Phone: 603-379-2633
• Latest filing: 2026-02-24
• Regulatory AUM: $55.1M
• Non-discretionary AUM: $55.1M
• Clients: 1
• Accounts: 155

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149874 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search