Angela Thomson
Coastal Financial Planning · Lincoln, Rhode Island
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.
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Specialties
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 | $37M across 60 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, RI · CRD 3028775 |
| Exams passed | Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | coastalfinancialplanning.com |
| Profile |
How Angela's firm compares
- Coastal Financial Planning's average account is about $617,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Angela
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rhode Island
Other advisors in Rhode Island who focus on retirement planning
Where this information comes from
- SEC adviser records : 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
- Coastal Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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