Seaside Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
Fixed fees for financial planning ranging from $1,000 to $250,000 depending on complexity
$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%
Insurance product commissions for life, disability, health, and long-term care insurance sales
Due diligence consulting services billed at $500 per hour with a minimum of 5 hours
3% quarterly management fee plus 20% of net profits for Seaside Capital Partners funds
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 officeMechanicsburg PA
Advisors at this office
2
Offices (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
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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