Seek First Inc.

Seek First Inc. is a financial advisor firm established in 2021, with Scott Pearring as the principal owner. The firm specializes in a fixed fee program called Seek First Consulting, offering financial planning, tax planning, estate planning, and insurance planning services. Seek First Inc. tailors advisory services to individual client needs, assisting with goal setting and implementation plans. The firm manages $111,000,000 in client assets on a discretionary basis. Clients with basic needs are charged a fixed fee of $2,500 per month, while those with complex needs pay $3,000. The firm also offers hourly financial planning services at a rate of $225. Seek First Inc. does not charge performance-based fees and does not engage in frequent trading of securities. The firm provides investment management services with a focus on asset allocation, investment selection, and ongoing monitoring. Clients have investment discretion but not over broker selection or commission rates. The firm does not vote proxies on behalf of clients and does not accept custody of client funds or securities. Seek First Inc. does not have any disciplinary information to disclose and does not compensate others for client referrals.