A complete list of active advisors currently associated with Coast Wealth Management Group, LLC

Warmer can help you find a great advisor at Coast Wealth Management Group, LLC or one who fits your needs even better.

Coast Wealth Management Group provides investment management and financial planning services to individual and small business clients, with a client base that does not emphasize high-net-worth households. The firm offers ongoing portfolio management as well as full and consultation-based financial planning, and typically charges percentage-of-assets-under-management fees. The firm manages accounts on both discretionary and non-discretionary bases but reports a slight majority of assets under non-discretionary authority, meaning client approval is obtained before executing trades in those accounts; it may also engage sub‑advisors to implement agreed investment models. Its investment process emphasizes fundamental analysis and a mix of long‑ and short‑term strategies, with quarterly reviews for rebalancing and tax‑loss harvesting opportunities. Distinctive features include an owner‑operated structure with the principal serving as the firm’s sole supervisor and maintaining an insurance practice (about 25% of time) that generates commissions, a recognized conflict disclosed in the brochure. The firm’s disclosures also note a historical 2010 Consent Order related to replacement life insurance and fixed annuity sales, and together with the predominance of non‑discretionary mandates and a client base that is not HNW, these elements distinguish it from many peers.

To learn more about the advisors currently working at Coast Wealth Management Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Coast Wealth Management Group, LLC's office locations.