Joseph Marshall
Coastal Capital Advisors · Irvine, California
Joseph Marshall is a fee-only financial advisor at Coastal Capital Advisors in Irvine, California. Joseph focuses on equity compensation and tax planning. Coastal Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | Coastal Capital Advisors |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $52.3M across 381 accounts |
| SEC registration | Investment adviser representative in CA, CO, ID, NY, TX · CRD 7247489 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.coastalcapitaladvisors.com |
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Questions about Joseph
Is Joseph Marshall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Coastal Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Coastal Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Marshall based?
Joseph Marshall is based in Irvine, California.
What does Joseph specialize in?
Joseph's specialties include equity compensation and tax planning. Joseph works with tech employees.
Is Joseph Marshall registered with the SEC?
Yes. Joseph Marshall is registered as an investment adviser representative in CA, CO, ID, NY and TX (CRD 7247489), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Coastal Capital Advisors manage?
Coastal Capital Advisors reports $52.3M across 381 accounts in assets under management.
How do I contact Joseph Marshall?
Through Joseph's website, www.coastalcapitaladvisors.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
- Coastal Capital Advisors 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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