# Laurie Itkin

> Laurie Itkin 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.

Page: https://find.wellspent.co/advisors/laurie-itkin/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $212.2M across 467 accounts
- **CRD:** 6143630 (https://adviserinfo.sec.gov/individual/summary/6143630)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.coastwisegroup.com

## Frequently asked questions

### Is Laurie Itkin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Laurie 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 Laurie charge for financial advice?

Laurie's firm, Coastwise Capital Group, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Laurie Itkin based?

Laurie Itkin is based in La Jolla, California.

### Is Laurie Itkin registered with the SEC?

Yes. Laurie Itkin is registered as an investment adviser representative in TX (CRD 6143630), 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 Laurie Itkin?

Through Laurie's website, www.coastwisegroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6143630): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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