# Dan Pinheiro

> Dan Pinheiro is a fee-only financial advisor at South Coast Planning & Wealth Management LLC in Fall River, Massachusetts, who holds the CAIA, CFA and CFP credentials. Dan focuses on retirement planning and estate & legacy planning. South Coast Planning & Wealth Management LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dan-pinheiro/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** South Coast Planning & Wealth Management LLC
- **Based in:** Fall River, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $35.3M across 147 accounts
- **Credentials:** CAIA, CFA, CFP, CPWA
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees, Early-career professionals
- **CRD:** 7331744 (https://adviserinfo.sec.gov/individual/summary/7331744)
- **SEC registration:** Investment adviser representative in MA, RI
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://southcoastplanning.com

## Frequently asked questions

### Is Dan Pinheiro a fee-only financial advisor?

Yes. Dan Pinheiro is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dan's firm.

### How does Dan charge for financial advice?

Dan's firm, South Coast Planning & Wealth Management LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Dan Pinheiro based?

Dan Pinheiro is based in Fall River, Massachusetts.

### What does Dan specialize in?

Dan's specialties include retirement planning and estate & legacy planning. Dan works with retirees, pre-retirees and early-career professionals.

### What credentials does Dan Pinheiro hold?

Dan Pinheiro holds the CAIA, CFA, CFP and CPWA credentials.

### Is Dan Pinheiro registered with the SEC?

Yes. Dan Pinheiro is registered as an investment adviser representative in MA and RI (CRD 7331744), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does South Coast Planning & Wealth Management LLC manage?

South Coast Planning & Wealth Management LLC reports $35.3M across 147 accounts in assets under management.

### How do I contact Dan Pinheiro?

Through Dan's website, southcoastplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50196): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.southcoastplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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