Michael Vandenburg
Coast Wealth Management · San Clemente, California
Michael Vandenburg is a fee-only financial advisor at Coast Wealth Management in San Clemente, California, who holds the CFP credential. Coast Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Coast Wealth Management |
|---|---|
| Based in | San Clemente, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $42.8M across 25 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2654636 |
| Exams passed | Series 63 (1995) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.coastwealth.com |
How Michael's firm compares
- Coast Wealth Management's average account is about $1.7 million, from its Form ADV (assets managed divided by 25 accounts).
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Questions about Michael
Is Michael Vandenburg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Coast Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Coast Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Michael Vandenburg based?
Michael Vandenburg is based in San Clemente, California.
What credentials does Michael Vandenburg hold?
Michael Vandenburg holds the CFP credential.
Is Michael Vandenburg registered with the SEC?
Yes. Michael Vandenburg is registered as an investment adviser representative in CA (CRD 2654636), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Coast Wealth Management manage?
Coast Wealth Management reports $42.8M across 25 accounts in assets under management.
How do I contact Michael Vandenburg?
Through Michael's website, www.coastwealth.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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