South Coast Planning & Wealth Management LLC
Fall River, Massachusetts
South Coast Planning & Wealth Management LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 70 individual clients, 11 of them high net worth.
- Its average account is about $240,000 (assets it manages divided by its 147 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Fall River, Massachusetts |
|---|---|
| Website | southcoastplanning.com |
| [email protected] | |
| Phone | (508) 290-0411 |
Questions about South Coast Planning & Wealth Management LLC
How is South Coast Planning & Wealth Management LLC paid?
South Coast Planning & Wealth Management LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does South Coast Planning & Wealth Management LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at South Coast Planning & Wealth Management LLC.
What is the average account at South Coast Planning & Wealth Management LLC?
South Coast Planning & Wealth Management LLC's average account is about $240,000. That's the assets on its Form ADV divided by its 147 accounts.
What does South Coast Planning & Wealth Management LLC specialize in?
South Coast Planning & Wealth Management LLC's advisors and website list retirement planning and estate & legacy planning.
South Coast Planning & Wealth Management LLC fees
South Coast Planning & Wealth Management LLC 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 | $35 million |
| Individual clients | 59 |
| High-net-worth clients | 11 |
| Accounts managed | 147 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 326997 |
Advisors at this firm (1)
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