Coast Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$121,042,548
Clients
544
Advisors
2
of 2 employees
About
Coast Advisory LLC provides ongoing asset management and financial planning to individuals, small businesses, trusts, estates, high‑net‑worth clients, and charities. The firm offers discretionary portfolio management, periodic financial planning and consulting, and may appoint sub‑advisors to manage client accounts.
The firm employs a mix of analysis methods (fundamental, technical, quantitative, and modern portfolio theory) and uses a broad set of investment tools and strategies, including options, margin, leveraged and inverse ETFs, futures/derivatives, and access to alternative and non‑U.S. investments. Accounts are reviewed at least annually (more often when market conditions warrant), and Coast documents client objectives and allows client‑imposed restrictions on investments.
Compared with many peers, Coast is notable for its formal affiliations and dual registrations: its investment adviser representatives are also affiliated with other registered advisers and maintain outside business activities as insurance agents and tax preparers, creating potential conflicts addressed by disclosures and policies. The firm also operates with one registered advisor supported by additional supervised persons, manages over $122 million for more than 500 clients, and retains the ability to delegate management to sub‑advisors—features that distinguish it from typical solo independent advisers.
Client services
Expertise
Fee options
1.5% annually for all assets under management
$500 per hour for financial planning and consulting
Main office
2100 Church St., Suite 200
East Troy WI 53120
Advisors at this office
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)