Seek First Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The Adviser uses a rate of $300 an hour to calculate the service component.”

Monthly fee

$1,500⁠-⁠$3,000/mo

“The Adviser charges clients with basic needs a fixed fee of $1,500-$3,000 per month payable in arrears for the Seek First Consulting program.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Seek First Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Certain fees for professional services and deliverables are payable from the Adviser’s fee (the $300 rate serves as a cap).”
• “Seek First Consulting program fees are not negotiable.”
• “Since fees are payable only after services are provided, there are no unearned fees and the client will not have a refund due upon early termination of the agreement.”

How Seek First Inc.’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• None of the 3 other planners in Campbell that publish an hourly rate charge less.

About Seek First Inc.

• Principal: Scott Pearring
• Firm size: 6 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

85

Employees

6

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$251,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312546

Website

seekfirstinc.com (opens in new tab)

Phone

(866) 398-4044

Can advise clients in 3 states: California, Texas, Washington

Other planners in Campbell that publish fees

• Behage FinancialCampbell$300/hr
• Entrust Investment Services, IncCampbell$500/hr
• Pacific Wealth AdvisorsCampbell$400/hr, Up to $25,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 9 planners in Campbell