Hannah
Burchell

S.E.E.D. Planning Group, LLC

CRD#7421308
Investment Advisor
in Whitney Point, NY

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About this Advisor

Hannah Burchell is a financial advisor based in Whitney Point, New York, working with S.E.E.D. Planning Group, LLC. Hannah has previously held positions at Whitney Point Central School District, The Scoop, The Rural Health Network Of South Central Ny, Bru 64, Bloom Tax Partners, LLC, S.E.E.D. Planning Group, LLC, and S.E.E.D. Planning Group LLC. Hannah has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Hannah is part of S.E.E.D. Planning Group, LLC, which operates out of Whitney Point, New York. The firm has 2 offices and 14 employees. The firm manages assets totaling $423.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at S.E.E.D. Planning Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2669 Main St
Whitney Point, NY 13862

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S.E.E.D. Planning Group, LLC Brokerage Details

Total Assets Under Management

$422,957,777

NY Average: $7,464,549,021
Total Number of Employees

14

NY Average: 88
Total Number of Accounts

1,709

NY Average: 3,892
Average Account Size

$247,488

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Hannah Burchell Work History

2023 - Present (1 year)

S.E.E.D. Planning Group LLC

2021 - Present (3 years)

S.E.E.D. Planning Group, LLC

2020 - 2023 (3 years)

Bloom Tax Partners, LLC

2019 - 2021 (2 years)

Bru 64

2018 - 2019 (1 year)

The Rural Health Network Of South Central Ny

2017 - 2019 (2 years)

Whitney Point Central School District

2012 - 2018 (6 years)

The Scoop

2001 - 2016 (15 years)

Whitney Point Central School District

Disclosures

Please visit the SEC profile of Hannah Burchell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at S.E.E.D. Planning Group, LLC

Jeffrey Chase
Binghamton, NY
Amy Michaels
Binghamton, NY
Ryan Berkeley
Binghamton, NY
Fred Costantino
Binghamton, NY
Travis Maus
Binghamton, NY
Tyler Sherven
Whitney Point, NY
Christopher Gettelfinger
Knoxville, TN
Stephen Campbell
Binghamton, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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