Derek Finch
Seaside Wealth Management · Carlsbad, California
Derek Finch is a fee-only financial advisor at Seaside Wealth Management in Carlsbad, California. Derek charges an ongoing planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning and tax planning.
Request an introduction to Derek →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Seaside Wealth Management |
|---|---|
| Based in | Carlsbad, California |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $459.3M across 1,175 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4895591 |
| Exams passed | Series 65 (2025) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.seasidewealth.com |
How Derek's firm compares
- Seaside Wealth Management's average account is about $391,000, from its Form ADV (assets managed divided by 1,175 accounts).
Request an introduction to Derek
Tell Derek a little about what you're looking for. Derek isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Derek
Is Derek Finch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Seaside Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek charges an ongoing planning fee.
How much does Derek charge?
According to Seaside Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Derek Finch based?
Derek Finch is based in Carlsbad, California.
What does Derek specialize in?
Derek's specialties include retirement planning and tax planning. Derek works with retirees and pre-retirees.
Is Derek Finch registered with the SEC?
Yes. Derek Finch is registered as an investment adviser representative in CA (CRD 4895591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seaside Wealth Management manage?
Seaside Wealth Management reports $459.3M across 1,175 accounts in assets under management.
How do I contact Derek Finch?
Through Derek's website, www.seasidewealth.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 Management 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.
See something wrong? Request a correction. Read our methodology.