Kade Kretzschmar
Seaside Wealth Management · Carlsbad, California
Kade Kretzschmar is a fee-only financial advisor at Seaside Wealth Management in Carlsbad, California. Kade charges an ongoing planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning and tax planning.
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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 8174611 |
| Exams passed | Series 65 (2025) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.seasidewealth.com |
How Kade's firm compares
- Seaside Wealth Management's average account is about $391,000, from its Form ADV (assets managed divided by 1,175 accounts).
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Questions about Kade
Is Kade Kretzschmar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kade 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 Kade charge for financial advice?
Kade charges an ongoing planning fee.
How much does Kade charge?
According to Seaside Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Kade Kretzschmar based?
Kade Kretzschmar is based in Carlsbad, California.
What does Kade specialize in?
Kade's specialties include retirement planning and tax planning. Kade works with retirees and pre-retirees.
Is Kade Kretzschmar registered with the SEC?
Yes. Kade Kretzschmar is registered as an investment adviser representative in CA (CRD 8174611), 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 Kade Kretzschmar?
Through Kade'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.
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