Porter Gregory is a CFP-designated registered investment advisor at Seaborn Financial, LLC, based in Austin, TX, with 14 years of industry experience. Porter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 76 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1M+ | 0.40% |
Fee Estimator
Contact
Porter Gregory
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Seaborn Financial, LLC
State Registrations1 state
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Exams
Additional Information
I was an engineer for nearly 20 years, so I get it. You want radical transparency. You want a data-driven approach to financial planning and investment management. You don't like commissions and financial fads -- you don't want to be sold, you just want good advice. You want something you can trust, but verify. That's what Seaborn offers.