# Scott Kyle

> Scott Kyle 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/scott-kyle/
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:** 4896786 (https://adviserinfo.sec.gov/individual/summary/4896786)
- **SEC registration:** Investment adviser representative in CA, LA, TX
- **Exams passed:** Series 65 (2006)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.coastwisegroup.com

## Frequently asked questions

### Is Scott Kyle a fee-only financial advisor?

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

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

### Where is Scott Kyle based?

Scott Kyle is based in La Jolla, California.

### Is Scott Kyle registered with the SEC?

Yes. Scott Kyle is registered as an investment adviser representative in CA, LA and TX (CRD 4896786), 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 Scott Kyle?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4896786): 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.