Dennis O'Brien
Coastal Financial Advisors, Inc. · Philadelphia, Pennsylvania
Dennis O'Brien is a fee-only financial advisor at Coastal Financial Advisors, Inc. in Philadelphia, Pennsylvania, who holds the BS, MS and RTRP credentials. Dennis charges a flat fee or retainer, hourly fees and an ongoing planning fee and focuses on flat-fee planning, tax planning and retirement planning.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
- Executives
- Divorced individuals
- High earners
- Early-career professionals
- Mid-life transitions
Facts
| Firm | Coastal Financial Advisors, Inc. |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model | Flat fee or retainer · Hourly · Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $23.9M across 97 accounts |
| Credentials | BS · MS · RTRP |
| SEC registration | Investment adviser representative in NJ · CRD 1414218 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | coastalfa.com |
| Profile |
How Dennis's firm compares
- Coastal Financial Advisors, Inc.'s average account is about $247,000, from its Form ADV (assets managed divided by 97 accounts).
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Questions about Dennis
Is Dennis O'Brien a fee-only financial advisor?
Yes. Dennis O'Brien is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dennis's firm.
How does Dennis charge for financial advice?
Dennis charges a flat fee or retainer, hourly fees and an ongoing planning fee.
Does Dennis work with clients virtually?
Yes. Coastal Financial Advisors, Inc. says on its website that it works with clients remotely.
Where is Dennis O'Brien based?
Dennis O'Brien is based in Philadelphia, Pennsylvania.
What does Dennis specialize in?
Dennis's specialties include flat-fee planning, tax planning, retirement planning, small business owners, divorce financial planning and estate & legacy planning. Dennis works with founders, retirees, pre-retirees, executives and divorced individuals.
What credentials does Dennis O'Brien hold?
Dennis O'Brien holds the BS, MS and RTRP credentials.
Is Dennis O'Brien registered with the SEC?
Yes. Dennis O'Brien is registered as an investment adviser representative in NJ (CRD 1414218), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Coastal Financial Advisors, Inc. manage?
Coastal Financial Advisors, Inc. reports $23.9M across 97 accounts in assets under management.
How do I contact Dennis O'Brien?
Through Dennis's website, coastalfa.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
- Coastal Financial Advisors, Inc. 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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