Michael Cox
Seaside Wealth Advisors · Mechanicsburg, Pennsylvania
Michael Cox is a fee-only financial advisor at Seaside Wealth Advisors in Mechanicsburg, Pennsylvania. Michael 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 |
| SEC registration | Investment adviser representative in PA · CRD 7134580 |
| Exams passed | Series 63 (2020) · Series 66 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.seasidewealthadvisors.com |
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Questions about Michael
Is Michael Cox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Seaside Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Cox based?
Michael Cox is based in Mechanicsburg, Pennsylvania.
What does Michael specialize in?
Michael's specialties include tax planning, retirement planning, estate & legacy planning, founders (pre-exit), real estate investors and family wealth transfer. Michael works with founders, high earners, retirees, pre-retirees and real estate investors.
Is Michael Cox registered with the SEC?
Yes. Michael Cox is registered as an investment adviser representative in PA (CRD 7134580), 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 Michael Cox?
Through Michael'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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