Britton Gregory, CFP® Seaborn Financial, LLC

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About Britton Gregory, CFP®

I’m a fee-only, fiduciary financial planner and investment manager in Austin, TX, and I specialize in working with tech professionals. I founded this firm in 2012 and was helping people with their finances for years before that.

I was an engineer for nearly twenty years, so I greatly prefer research- and analysis-based approach to finance, rather than flashy salesmanship. More tax-efficient investing and research-proven factors of increased returns, and less market timing and hedge funds.

Also, I stand out at financial advisor conferences, because I never wear a suit. Why? The better question is: why is a suit the official uniform of financial advisors? The answer is because our industry originated in sales; fee-only financial advisors such as myself are a relatively new invention, and still uncommon in the industry. Simply put, I don’t wear a suit because I’m not a salesman.

One of my favorite questions (generally asked only after a beer or two) is: if I’m so good at finance, why aren’t I retired and living the good life? The answer is: I am! Building something from the ground up, working hard on something I’m that helps people and that I’m passionate about — that’s my kind of retirement, and it wouldn’t have been possible without the financial skills I’ve built and been taught over the years.

Sound interesting? You can set up a meeting at https://seabornfinancial.as.me/.

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Recently Published

Debt management: snowflakes, snowballs, and avalanches, oh my!

July 14, 2019

(I'm writing this in Texas in July, so yes, I'm aware of the irony!)Whether you're drowning in student loan debt or just pondering whether to finish paying off your house, most folks these days have to address the issue of debt. While debt's not a bad thing in and of itself, there are a few issues that can make it a knotty problem.For one, debt is like fast food, television, and Facebook: by going directly to the parts of our brains that crave short-term pleasure over long-term gain, debt can

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On death, taxes, and the "death tax"

June 30, 2019

Let's get this out of the way first: I hate the phrase "death tax". "Death tax" makes it sound like the Big Bad Federal Government taxes everyone's poor mother, just to make sure nothing goes to the long-suffering children. No. Just no.The phrase "estate tax", on the other hand, conjures up images of millionaires sitting in their mansions. And it should! As of 2019, the federal estate tax only applies to folks who pass away with over $11,400,000 in net worth -- and effectively $22,800,000 if

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Seaborn made a thing to make your 401(k) better

June 28, 2019

We hope you like it! OK, before I read any further: should I care?Maybe. You should care if all of the following are true: You have a 401(k), 403(b), or other retirement plan whose investments you have some control over, and/or an HSA You have more than $150,000 in total investable assets (including the accounts above) At least $50,000 of those assets are in IRA's and/or taxable brokerage accounts You believe that investment management can improve returns net of fees. If any of these aren't

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Ideal Clients

  • Engineering Professionals
  • Gen X
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $3,200
  • Monthly Fee: $185/mo
  • AUM: .60%

 

SEC Records

States Registered

  • Texas

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