Firm
Coastal Financial Planning
Lincoln, Rhode Island
Fee-only
Coastal Financial Planning at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 53 individual clients.
- Its average account is about $617,000 (assets it manages divided by its 60 accounts).
Facts
| Based in | Lincoln, Rhode Island |
|---|---|
| Website | coastalfinancialplanning.com |
| Phone | (401) 727-8151 |
Coastal Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Investment Management Fee Schedule" source
"Active Asset Management Fees are based on the following annualize schedule and billed quarterly" source
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 | $37 million |
| Individual clients | 53 |
| Accounts managed | 60 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 117649 |
Advisors at this firm (1)
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- Eisenhilfer Capital · Lincoln
- Eliot Rose Wealth Management · Providence
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