Laurie Itkin
Coastwise Capital Group · La Jolla, California
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.
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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 | $212.2M across 467 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6143630 |
| Exams passed | Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.coastwisegroup.com |
How Laurie's firm compares
- Coastwise Capital Group's average account is about $454,000, from its Form ADV (assets managed divided by 467 accounts).
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Questions about Laurie
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.
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
- 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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