Dan Pinheiro
South Coast Planning & Wealth Management LLC · Fall River, Massachusetts
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
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 |
| Assets under management | $35.3M across 147 accounts |
| Credentials | CAIA · CFA · CFP · CPWA |
| SEC registration | Investment adviser representative in MA, RI · CRD 7331744 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | southcoastplanning.com |
| Profile |
How Dan's firm compares
- South Coast Planning & Wealth Management LLC's average account is about $240,000, from its Form ADV (assets managed divided by 147 accounts).
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Questions about Dan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- South Coast Planning & Wealth Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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