Coastal Financial Advisors, Inc. at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the BS.
- Its Form ADV reports 1 employee and 98 individual clients, 11 of them high net worth.
- Its average account is about $247,000 (assets it manages divided by its 97 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Philadelphia, Pennsylvania |
|---|---|
| Website | coastalfa.com |
| [email protected] | |
| Phone | (267) 768-7768 |
Questions about Coastal Financial Advisors, Inc.
How is Coastal Financial Advisors, Inc. paid?
Coastal Financial Advisors, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Coastal Financial Advisors, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Coastal Financial Advisors, Inc..
What is the average account at Coastal Financial Advisors, Inc.?
Coastal Financial Advisors, Inc.'s average account is about $247,000. That's the assets on its Form ADV divided by its 97 accounts.
What does Coastal Financial Advisors, Inc. specialize in?
Coastal Financial Advisors, Inc.'s advisors and website list flat-fee planning, tax planning, retirement planning and small business owners.
Is Coastal Financial Advisors, Inc. accepting new clients?
Yes, according to Coastal Financial Advisors, Inc.'s website, checked October 28, 2026.
Does Coastal Financial Advisors, Inc. work with clients virtually?
Yes. Coastal Financial Advisors, Inc.'s website says it works with clients virtually.
Coastal Financial Advisors, Inc. fees
Coastal Financial Advisors, Inc. 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, hourly, ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $24 million |
| Individual clients | 87 |
| High-net-worth clients | 11 |
| Accounts managed | 97 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 131891 |