Blue Coast Financial Planning
Maple Glen, Pennsylvania
Blue Coast Financial Planning at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Maple Glen, Pennsylvania |
|---|---|
| [email protected] | |
| Phone | (215) 850-9179 |
Questions about Blue Coast Financial Planning
How is Blue Coast Financial Planning paid?
Blue Coast Financial Planning's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Blue Coast Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Blue Coast Financial Planning.
What does Blue Coast Financial Planning specialize in?
Blue Coast Financial Planning's advisors and website list flat-fee planning, retirement planning, estate & legacy planning and tax planning.
Blue Coast Financial Planning fees
Blue Coast Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee, hourly. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 9, 2024 |
| SEC record | CRD 329371 |
Advisors at this firm (1)
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