Firm
Coquina Private Wealth Advisors
Port Charlotte, Florida
Fee-only
Coquina Private Wealth Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 7 advisors are listed here; 3 of 7 hold the CFP.
- Its Form ADV reports 12 employees and 1,488 individual clients, 651 of them high net worth.
- Its average account is about $275,000 (assets it manages divided by its 1,519 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Port Charlotte, Florida |
|---|---|
| Website | coquinaprivatewealth.com |
| Phone | (941) 206-5120 |
Coquina Private Wealth Advisors fees
Coquina Private Wealth Advisors 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 · Fixed fees |
|---|---|
| Assets managed | $418 million |
| Individual clients | 837 |
| High-net-worth clients | 651 |
| Accounts managed | 1,519 |
| Employees | 12 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-132012) |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 333615 |