Dba Seaside Financial & Insurance Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$65⁠-⁠$400/hr

“Hourly rates used to calculate fixed fees range from $65 to $400 per hour, based on the experience level of the advisory professional performing the work.”

Quarterly fee

$1,406/qtr

“The quarterly fee would be $1,406.25, billed in arrears based on quarterend values.”

Annual fee

$200⁠-⁠$12,000/yr

“Typical fixed fees range from $200 to $12,000 annually, depending on complexity and scope.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Dba Seaside Financial & Insurance Services bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The specific fee arrangement will be disclosed and agreed upon in advance.”
• “Upon termination, clients will receive a prorated refund of any unearned prepaid advisory fees.”
• “Fees are negotiable and may be reduced or waived at Seaside’s discretion.”

How Dba Seaside Financial & Insurance Services’ fees compare

• Its hourly rate of $65-$400 spans the California median of $300. 18% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
• Its annual fee of $200-$12,000 spans the California median of $6,250. 49% of the 224 other California planners that publish an annual fee charge less.
• None of the 2 other planners in Carlsbad that publish an annual fee charge less.

About Dba Seaside Financial & Insurance Services

• Firm size: 4 employees.
• Founded: 1997 (29 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

137

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$81,200,784

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289985

Website

seasideadvisory.com (opens in new tab)

Phone

(760) 433-4632

Can advise clients in 4 states: California, Connecticut, New York, Washington

Other planners in Carlsbad that publish fees

• 77 Financial GroupCarlsbad$2,000⁠-⁠$10,000
• Advisors Wealth Management, IncCarlsbad$225/hr
• Andrew Marshall Financial LLCCarlsbad$360/hr, $5,000
• Axxcess Wealth Management, LLCCarlsbad$100⁠-⁠$500/hr
• Beacon Financial Management LLCCarlsbad$200/hr, $3,000
• Birchwood CapitalCarlsbad$350/hr

Compare all 34 planners in Carlsbad