Rebecca Conner is a CFP-designated registered investment advisor at Seedsafe Financial LLC, based in Austin, TX, with 11 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 86 clients with $130M 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 $2.0M | 0.50% |
| $2M+ | 0.25% |
Schedule is for SeedSafe Full Service. Canopy by SeedSafe charges 0.75% up to $2M and 0.25% over $2M, with a $600K minimum or $4,500 minimum annual fee. Fees are negotiable.
Fee Estimator
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca owns a rental property through La Petite Plage, LLC, a non-investment-related business, dedicating a few hours per week.
Employment History
Current Registrations
Seedsafe Financial LLC
Previous Registrations
Merriman
State Registrations1 state
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