Robert Seid
Blue Summit Wealth Management · San Diego, California
Robert Seid is a fee-only financial advisor at Blue Summit Wealth Management in San Diego, California. Robert focuses on retirement planning, tax planning and estate & legacy planning. Blue Summit Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Blue Summit Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $211.4M across 630 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6451841 |
| Exams passed | Series 66 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bluesummitwealth.com |
How Robert's firm compares
- Blue Summit Wealth Management's average account is about $335,000, from its Form ADV (assets managed divided by 630 accounts).
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Questions about Robert
Is Robert Seid a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Blue Summit Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Blue Summit Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Seid based?
Robert Seid is based in San Diego, California.
What does Robert specialize in?
Robert's specialties include retirement planning, tax planning and estate & legacy planning.
Is Robert Seid registered with the SEC?
Yes. Robert Seid is registered as an investment adviser representative in CA and TX (CRD 6451841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Summit Wealth Management manage?
Blue Summit Wealth Management reports $211.4M across 630 accounts in assets under management.
How do I contact Robert Seid?
Through Robert's website, www.bluesummitwealth.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
- Blue Summit 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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