Firm
Coast Wealth Management
San Clemente, California
Fee-only
Coast Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 25 individual clients.
- Its average account is about $1.7 million (assets it manages divided by its 25 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Clemente, California |
|---|---|
| Website | coastwealth.com |
| Phone | (949) 366-5885 |
Coast Wealth Management fees
Coast Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $43 million |
| Individual clients | 25 |
| Accounts managed | 25 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-68833) |
| Financial planning | Offered |
| Form ADV filed | May 20, 2026 |
| SEC record | CRD 129090 |