# Angela Thomson

> Angela Thomson is a fee-only financial advisor at Coastal Financial Planning in Lincoln, Rhode Island, who holds the CFP credential. Angela charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/angela-thomson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Coastal Financial Planning
- **Based in:** Lincoln, Rhode Island
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $37M across 60 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 3028775 (https://adviserinfo.sec.gov/individual/summary/3028775)
- **SEC registration:** Investment adviser representative in MA, RI
- **Exams passed:** Series 65 (1998)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://coastalfinancialplanning.com

## Frequently asked questions

### Is Angela Thomson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Angela holds no broker registration, and Coastal Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Angela charge for financial advice?

Angela charges a percentage of assets.

### How much does Angela charge?

According to Coastal Financial Planning's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Angela Thomson based?

Angela Thomson is based in Lincoln, Rhode Island.

### What does Angela specialize in?

Angela's specialties include retirement planning.

### What credentials does Angela Thomson hold?

Angela Thomson holds the CFP credential.

### Is Angela Thomson registered with the SEC?

Yes. Angela Thomson is registered as an investment adviser representative in MA and RI (CRD 3028775), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Coastal Financial Planning manage?

Coastal Financial Planning reports $37M across 60 accounts in assets under management.

### How do I contact Angela Thomson?

Through Angela's website, coastalfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3028775): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://coastalfinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.