Allison Kramer
Seaside Wealth Advisors · Mechanicsburg, Pennsylvania
Allison Kramer is a fee-only financial advisor at Seaside Wealth Advisors in Mechanicsburg, Pennsylvania, who holds the ChFC credential. Allison 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.
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Specialties
Who they serve
- Founders
- High earners
- Retirees
- Pre-retirees
- Real estate investors
- Multi-generational families
Facts
| Firm | Seaside Wealth Advisors |
|---|---|
| Based in | Mechanicsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $103.5M across 711 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in PA, TX · CRD 7183704 |
| Exams passed | Series 63 (2022) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.seasidewealthadvisors.com |
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Questions about Allison
Is Allison Kramer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison 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 Allison charge for financial advice?
Allison's firm, Seaside Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allison Kramer based?
Allison Kramer is based in Mechanicsburg, Pennsylvania.
What does Allison specialize in?
Allison's specialties include tax planning, retirement planning, estate & legacy planning, founders (pre-exit), real estate investors and family wealth transfer. Allison works with founders, high earners, retirees, pre-retirees and real estate investors.
What credentials does Allison Kramer hold?
Allison Kramer holds the ChFC credential.
Is Allison Kramer registered with the SEC?
Yes. Allison Kramer is registered as an investment adviser representative in PA and TX (CRD 7183704), 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 Allison Kramer?
Through Allison's website, www.seasidewealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Seaside Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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