TC
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
346 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$362.3M
Fee Structure
Minimum Investment:$750K
Financial Plan Fee:Up to $10,000
Hourly Rate:Up to $500/hr
Asset management fees have a maximum of 1.25% annually, billed quarterly. Financial planning is charged hourly (up to $500/hour) or as a flat fee (up to $10,000). A 50% retainer is required for financial planning. Retirement plan consulting fees have a maximum of 1.00% annually. Pontera charges 0.25% for held-away assets, but Seaside Wealth Management covers this fee for clients.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax Planning
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Advisor Information
Office location
655 W Broadway 12th Fl, San Diego, CA, 92101
Get directionsRegulatory History (1)
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Criminal
January 1988Final Disposition
Other Business ActivitiesSells Insurance
Todd sells life insurance, annuities, and long-term care through various companies since 2019. He also provides financial education to veterans and promotes ID360 identity theft protection, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Seaside Wealth Management, INC.
September 2025 - Present · 4 mos
Previous Registrations
Cetera Advisor Networks LLC
December 2020 - June 2023 · 2 yrs 6 mos
Cetera Investment Advisers LLC
November 2020 - September 2025 · 4 yrs 10 mos
Cetera Investment Services LLCBroker
June 2018 - September 2025 · 7 yrs 3 mos
Summit Brokerage Services, INC.Broker
June 2018 - December 2019 · 1 yr 6 mos
Cetera Wealth Services, LLCBroker
May 2016 - September 2025 · 9 yrs 4 mos
Cetera Financial Specialists LLCBroker
May 2016 - September 2025 · 9 yrs 4 mos
Cetera Advisors LLCBroker
May 2015 - September 2025 · 10 yrs 4 mos
First Allied Advisory Services, INC.
July 2012 - November 2020 · 8 yrs 4 mos
First Allied Securities, INC.
April 2011 - July 2012 · 1 yr 3 mos
First Allied Securities, INC.Broker
April 2011 - September 2022 · 11 yrs 5 mos
Madison Avenue Securities, INC.
September 2009 - March 2011 · 1 yr 6 mos
Madison Avenue Securities, INC. Broker
May 2008 - March 2011 · 2 yrs 10 mos
Quest Capital Strategies, INC.Broker
February 2005 - April 2007 · 2 yrs 2 mos
Intersecurities, INC. Broker
March 2000 - March 2004 · 4 yrs
Pruco Securities Corporation Broker
January 1998 - June 1998 · 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.