Our Approach





We understand that every client's needs are unique. We will guide the conversation, find out what's important to you, and offer financial strategies for retirement, taxes, inheritance and estate planning, and more.


  • We can:
  1. Help you plan and invest for your full financial picture
  2. Lay out your options and make clear recommendations
  3. Meet with you regularly and help you make ongoing decisions


Private Wealth Management Through Seastrunk Wealth Management Advisory®:





Annual investment advisory fee: 0.40%–1.25%

Minimum investment: $100,000 managed by Seastrunk.

  • A comprehensive wealth plan tailored to the needs of you and your family
  • Your own investment manager for access to ongoing advice and portfolio management
  • Coordination with our financial specialists and your outside advisors, such as attorneys or accountants
  • Access and communication with your advisor based on your needs and preferences
  • Online access with full financial planning services included.


Portfolio Advisory & Investment Management Services





Annual investment advisory fee: .40% - 1.00%

​Minimum investment: $100,000 managed by Seastrunk Financial.

  • Guidance on financial planning strategies
  • Advice on choosing an investment portfolio strategy
  • Help with planning tools and access to specialists
  • Support from a service team Annual portfolio reviews

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Financial Planning Services





One-time custom Financial Plan and Investment Plans are available for a negotiable fee starting at $1,200 each.


Financial Planning services are also provided through the electronic application eMoney Advisor™.

  • This tool provides clients with a net worth summary, goals and priorities, funding for retirement and other key personal benchmarks all in one place.
  • The Online Center also provides daily updates on detailed information of the results of the financial guidance they receive.
  • Provides a platform for Clients to collaborate with their Financial Planner and receive up to date information about their assets and progress.

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Meet the Team



We are a family team who work together to serve our clients and we are passionate about helping each client making smart financial decisions.



Conrad Seastrunk, CFP®



FOUNDER/Lead Advisor



Conrad Seastrunk, CFP® shares his 33 years of financial training and experience with clients as together they use the latest financial planning techniques that can enhance their chance for financial success.


Educational background and experience

Eric Seastrunk



Associate Financial planner



Conrad "Eric" Seastrunk, Jr. A graduate of Francis Marion University with a BBA in Finance. He is currently enrolled in the CFP education program. Eric prepares and evaluates client financial plans and objectives as well as assist in daily operations.


Educational background and experience

OUR FIRST MEETING



​Our first meeting is usually a meet’n’greet session so we can hear about your situation and you can find out more about our services and prices.


It is free and takes about an hour.


If you choose to hire us then the second meeting is a “Get Organized” meeting. In order to develop your financial plan, we need to understand the details of your financial life.


However, we realize that like most people, your financial life probably isn’t in perfect order already. Statements end up buried in drawers and at the bottom of piles. Insurance policies are buried who-knows-where. Sometimes we even lose track of old accounts.


So at our second meeting, we’re going to work together to help you get organized. Please bring with you whatever financial information you can easily put your hands on. We have included suggestions at the end of this page. If you just want to bring in a box full of scattered papers (or even unopened envelopes!), that’s absolutely fine, we’ll work with you to sort through it.


If your accounts are mostly set up online, we’ll help you track those down too. By the end of the meeting, though, our goal is to help you Get Organized.


Then, together we’ll start you on your way to getting your financial information in good order, and set you up with a system to keep things organized in the future. And along the way, we’ll gather the details we need to take your financial plan to the next stage.


After that, you may be asked to find any additional financial documents for your follow-up meeting, usually about a week out. This will help us to make the best, customized suggestions for you.


The third meeting is normally where we will present a report to you with recommendations and set your course. We need to agree on how the recommendations will be carried out.


We may carry out the recommendations and handle the details or serve as your mentor, coordinating the process with you and other professionals, like attorneys or stockbrokers.


As you work toward your goals, we need to decide who monitors your progress so you stay on track. If we are in charge, we will check in from time to time, reviewing your situation and making any necessary adjustments to our recommendations.


Click here for a checklist of items you may need to prepare your financial plan.


Book An Appointment



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Copyright ® 2021 Seastrunk Financial Management, LLC