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Seaside Wealth Advisors LLC

Updated today

Client AUM

$100,813,775

Clients

400

Advisors

4

across 2 offices

About

Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high‑net‑worth clients as well as small business owners. The firm also offers due‑diligence services for privately placed investments and maintains an in‑house bookkeeping and tax service division for business clients.

Its investment process is active and tailored, using Modern Portfolio Theory and a set of targeted asset‑allocation model portfolios that are monitored and rebalanced as needed, and it can place clients with third‑party money managers when appropriate. Clients who engage in ongoing planning receive a written plan and scheduled reviews, and accounts are maintained at qualified custodians chosen by the firm.

Noteworthy for a firm of its size, Seaside both accepts investment‑company clients and sponsors/syndicates affiliated private funds that provide loans and funding for real‑estate projects, and advisory clients may be solicited to invest in those funds with disclosures and mitigation of conflicts. The adviser also offers specialized due‑diligence consulting on private placements and alternative investments and operates a related bookkeeping/tax offering, with the firm’s owner allocating a portion of time to the sponsor activities.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Passive / index investing Active portfolio management Real estate investing Business Financial Management

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning ranging from $1,000 to $250,000 depending on complexity

Percentage

$0 - $250,000: 1.40% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $10,000,000: 0.70% $10,000,001+: 0.40%

Commissions

Insurance product commissions for life, disability, health, and long-term care insurance sales

Project-based

Due diligence consulting services billed at $500 per hour with a minimum of 5 hours

Performance-based

3% quarterly management fee plus 20% of net profits for Seaside Capital Partners funds

Other

Fee-only: Fixed fees typically ranging from $1,000 to $250,000 depending on complexity; hourly fees of $500 per hour for due diligence consulting with a minimum of 5 hours at $2,500 minimum

Main office

See office

Mechanicsburg PA

Advisors at this office

2

Most active in

Florida · Maryland · North Carolina · Pennsylvania · Texas

Also doing business as

Seaside Wealth Advisors LLC · Sterling Capital Partners · Sterling Capital Partners, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Allison K

ChFC®, Series 63

Mechanicsburg, PA

Seaside Wealth Advisors LLC

Allison Kramer is a ChFC® with four years of industry experience, currently serving as a financial advisor at Seaside Wealth Advisors LLC. She has prior experience with Northwestern Mutual Wealth Management and other financial firms. Outside of her advisory role, she is involved in online fitness coaching and competes as a professional bodybuilder with the IFBB Pro League. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients, as well as small business owners. The firm employs an active, tailored investment approach using Modern Portfolio Theory and targeted asset-allocation models, and offers specialized due-diligence services and in-house bookkeeping and tax support.

Passive / index investing Active portfolio management Real estate investing Business Financial Management Founder/Business Owner Executive
user avatar

Joshua J

ChFC®, Series 63, Series 65

Mechanicsburg, PA

Seaside Wealth Advisors LLC

Joshua Jenkins is a financial advisor at Seaside Wealth Advisors LLC with 12 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Seaside Wealth Advisors, he worked at Northwestern Mutual in various capacities from 2012 to 2023. Outside of his advisory role, Jenkins is involved in investment-related activities including serving as Vice President of Investor Relations for Opes Capital Manager LLC. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients and small business owners. The firm employs an active, tailored investment approach using Modern Portfolio Theory and asset allocation models, and offers specialized due diligence for private placements alongside in-house bookkeeping and tax services.

Passive / index investing Active portfolio management Real estate investing Business Financial Management Founder/Business Owner Executive
user avatar

Michael C

Series 66, Series 63

Mechanicsburg, PA

Seaside Wealth Advisors LLC

Michael Cox is a financial advisor with Seaside Wealth Advisors LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at Northwestern Mutual and Brad Nelson. Outside of his advisory work, he serves as Coaches Coordinator for the Red Land Midget Football Organization, a nonprofit youth football group. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients as well as small business owners. The firm employs an active, tailored investment process using Modern Portfolio Theory and targeted asset-allocation model portfolios, and it also offers due-diligence services for private placements along with bookkeeping and tax services for business clients.

Passive / index investing Active portfolio management Real estate investing Business Financial Management Founder/Business Owner Executive
user avatar

Allen T

Series 63, Series 65

Mechanicsburg, PA

Seaside Wealth Advisors LLC

Allen Tyndall is a financial advisor at Seaside Wealth Advisors LLC with 13 years of industry experience. His prior roles include positions at Northwestern Mutual and Eagles Coast Wealth Management. Outside of his advisory work, Tyndall is involved in managing a bike shop and a juice bar as well as participating in several real estate investment and development ventures. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients and small business owners. The firm uses an active, tailored investment approach grounded in Modern Portfolio Theory and offers due diligence on private placements alongside in-house bookkeeping and tax services.

Passive / index investing Active portfolio management Real estate investing Business Financial Management Founder/Business Owner Executive
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