Brad Saenz
Coastwise Capital Group · La Jolla, California
Brad Saenz is a fee-only financial advisor at Coastwise Capital Group in La Jolla, California. Coastwise Capital Group reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Coastwise Capital Group |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $212.2M across 467 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7309412 |
| Exams passed | Series 63 (2019) · Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.coastwisegroup.com |
| Profile |
How Brad's firm compares
- Coastwise Capital Group's average account is about $454,000, from its Form ADV (assets managed divided by 467 accounts).
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Questions about Brad
Is Brad Saenz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brad holds no broker registration, and Coastwise Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brad charge for financial advice?
Brad's firm, Coastwise Capital Group, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Brad Saenz based?
Brad Saenz is based in La Jolla, California.
Is Brad Saenz registered with the SEC?
Yes. Brad Saenz is registered as an investment adviser representative in CA (CRD 7309412), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Coastwise Capital Group manage?
Coastwise Capital Group reports $212.2M across 467 accounts in assets under management.
How do I contact Brad Saenz?
Through Brad's website, www.coastwisegroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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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