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Oceanside Advisors LLC

Updated today

Client assets under management

$183,200,000

Clients

240

71% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

60

Typical

Average account size

$763,333

About

Oceanside serves individual investors — including high‑net‑worth clients — as well as retirement plans, delivering discretionary investment management alongside comprehensive financial planning services (one‑time and ongoing), ERISA 3(38) fiduciary plan management, and 401(k) consulting. The firm also manages held‑away defined contribution accounts via a third‑party platform and conducts periodic reviews and rebalancing for client portfolios.

The firm operates on a fee‑based model and typically accepts discretionary authority to implement investment programs informed by fundamental and cyclical analysis, with account monitoring at least quarterly and scheduled client meetings. Oceanside offers client education and outreach, including public seminars and workshops provided at no charge, and provides written recommendations and regular check‑ins for ongoing planning clients.

Compared with many peers, the firm also functions as an insurance agency and a firm principal devotes a small portion of time to selling insurance products for which commission compensation is received and disclosed as a potential conflict of interest; clients are not required to purchase such products. Additionally, a principal allocates a meaningful share of time to a Canadian advisory business, and the four‑advisor team manages roughly $191.3 million across about 240 client relationships, combining individual and ERISA plan services.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

401K consulting services flat fee of $1,000

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.25% annually $2,500,001 - $10,000,000: 1.00% annually $10,000,001+: 0.60% annually

Commissions

Insurance products are sold by the firm’s insurance agent, generating commissions

Project-based

$300 per hour for one-time financial planning and consulting

Subscriptions

Ongoing financial planning monthly fixed fee ranging from $30 to $1,000 per month

Other

Account minimum: $500,000 Fee-only: Hourly fee for financial planning: $300/hour; Ongoing financial planning monthly fixed fee: $30 to $1,000/month based on complexity; 401K consulting flat fee: $1,000

Main office location

Oceanside Advisors LLC

235 Magrath Darby Blvd., Suite 150

Mount Pleasant SC 29464, United States

Number of offices

1

Most active in

Florida · Illinois · Louisiana · Minnesota · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Wisconsin

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

Tyson S

Series 65

Mount Pleasant, SC

Oceanside Advisors LLC

Tyson Strachan is a financial advisor at Oceanside Advisors LLC in Mount Pleasant, SC, holding a Series 65 designation with six years of industry experience. He has been with Oceanside Advisors since 2019 and previously worked in professional sports with teams including the Minnesota Wild, Rochester Americans, and Cardiff Devils. Oceanside Advisors LLC is a fee-based advisory firm managing approximately $184 million for around 226 clients, primarily individual and high-net-worth households as well as retirement plans. The firm provides discretionary portfolio management, financial planning, and 401(k) consulting, using tailored investment strategies guided by written policy statements and regular account reviews.

General retirement planning Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Johann K

CFP®, CFA®, Series 65

Mount Pleasant, SC

Oceanside Advisors LLC

Johann Kroll is a CFP®, CFA®, and Series 65-licensed advisor with 11 years of industry experience. He has been with Oceanside Advisors LLC since 2014 and is the founder and investment advisor of The Hockey Wealth Group Canada LLC. Kroll is also licensed as an insurance agent and spends a small portion of his time selling insurance products. Oceanside Advisors LLC is a fee-based advisory firm with a team of four advisors managing approximately $184 million for individual and high-net-worth clients, as well as retirement plans. The firm provides discretionary portfolio management and financial planning services, implementing tailored investment strategies under written policy statements and offering ongoing client support.

General retirement planning Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Patrick G

CFP®, Series 65

Mount Pleasant, SC

Oceanside Advisors LLC

Patrick Gaul is a CFP® and holds a Series 65 license, with eight years of industry experience. He has worked at Oceanside Advisors LLC since 2017. Outside of his advisory role, he previously played for the South Carolina Stingrays from 2013 to 2019. Oceanside Advisors LLC is a fee-based firm with a four-advisor team managing approximately $184 million for individual and high-net-worth households, as well as retirement plans. The firm provides discretionary portfolio management, financial planning, ERISA 3(38) plan services, and 401(k) consulting, utilizing tailored strategies based on written investment policy statements and regular account reviews.

General retirement planning Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Nicholas S

Series 65

Mount Pleasant, SC

Oceanside Advisors LLC

Nicholas Schilkey is a Series 65-licensed financial advisor with Oceanside Advisors LLC, where he has worked since 2024. He has one year of industry experience and previously held roles with IF Bjorkloven, Iserlohn Roosters, Willes-Barre/Scranton Penguins, Bridgeport Islanders, and Charlotte Checkers Hockey. Oceanside Advisors LLC is a fee-based advisory firm with a four-advisor team managing approximately $184 million for individual and high-net-worth households as well as retirement plans. The firm provides discretionary portfolio management, financial planning, ERISA 3(38) plan services, and 401(k) consulting, using tailored investment strategies reviewed quarterly.

General retirement planning Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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