PlannerFees

Seaside Wealth Management, Inc. fees and pricing

Financial planner in Carlsbad, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 19, 2026, Seaside Wealth Management, Inc. charges $500 an hour and a flat or project fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“The maximum hourly fee to be charged will not exceed $500.”
Flat or project fee
$10,000
“Flat fees will not exceed $10,000.”

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

How Seaside Wealth Management, Inc. bills

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

  • “Annualized fees are billed on a pro-rata basis quarterly in advance based on the total value of the assets in the Client’s portfolio(s) on the last day of the previous quarter.”
  • “Fees are generally not negotiable and will be deducted from client account(s).”
  • “Unless otherwise stated in writing, our firm bills on cash.”

How Seaside Wealth Management, Inc.’s fees compare

  • Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
  • 24 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
  • Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
  • 11 of the 15 other planners in Carlsbad that publish a flat or project fee charge less.

About Seaside Wealth Management, Inc.

“Our firm provides individuals and other types of clients with asset management and financial planning and consulting services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Bradley Lineberger
  • Firm size: 12 employees.
  • Founded: 2011 (15 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Charitable giving

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
0.25% a year
Clients
380
Employees
12
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$459,283,506
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
271039
Website
seasidewealth.com (opens in new tab)
Phone
(760) 730-8120

Can advise clients in 7 states: Arizona, California, Nebraska, Oregon, Tennessee, Texas, Washington

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