Firm
Seaside Wealth Management
Carlsbad, California
Fee-only
Seaside Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 12 employees and 380 individual clients, 152 of them high net worth.
- Its average account is about $391,000 (assets it manages divided by its 1,175 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Carlsbad, California |
|---|---|
| Website | seasidewealth.com |
| [email protected] | |
| Phone | (760) 730-8120 |
Seaside Wealth Management fees
Seaside Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $459 million |
| Individual clients | 228 |
| High-net-worth clients | 152 |
| Accounts managed | 1,175 |
| Employees | 12 |
| Planning clients | 0 |
| Registered with | The SEC (801-111750) |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 271039 |