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Advisor

Allen Tyndall

Seaside Wealth Advisors · Plano, Texas

Allen Tyndall is a fee-only financial advisor at Seaside Wealth Advisors in Plano, Texas. Allen focuses on tax planning, retirement planning and estate & legacy planning. Seaside Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Specialties

Who they serve

  • Founders
  • High earners
  • Retirees
  • Pre-retirees
  • Real estate investors
  • Multi-generational families

Facts

FirmSeaside Wealth Advisors
Based in Plano, Texas
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Accepting new clientsYes
Assets under management$103.5M across 711 accounts
SEC registration Investment adviser representative in NC, PA, TX · CRD 5982534
Exams passedSeries 63 (2013) · Series 65 (2020)
Firm size5 employees
Disclosures None reported
Websitewww.seasidewealthadvisors.com
LinkedInProfile

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Questions about Allen

Is Allen Tyndall a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and Seaside Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Allen charge for financial advice?

Allen's firm, Seaside Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Allen Tyndall based?

Allen Tyndall is based in Plano, Texas.

What does Allen specialize in?

Allen's specialties include tax planning, retirement planning, estate & legacy planning, founders (pre-exit), real estate investors and family wealth transfer. Allen works with founders, high earners, retirees, pre-retirees and real estate investors.

Is Allen Tyndall registered with the SEC?

Yes. Allen Tyndall is registered as an investment adviser representative in NC, PA and TX (CRD 5982534), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Seaside Wealth Advisors manage?

Seaside Wealth Advisors reports $103.5M across 711 accounts in assets under management.

How do I contact Allen Tyndall?

Through Allen's website, www.seasidewealthadvisors.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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