A complete list of active advisors currently associated with Coast Wealth Management, Inc.

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

Coast Wealth Management provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations and small businesses. Services described in the brochure include goal setting, cash flow and tax planning, retirement and education planning, investment management, and implementation support; the firm states it does not accept commissions or other third‑party compensation. The firm’s investment approach uses strategic asset allocation with a core-and-satellite structure—passively managed index and ETF positions form the core while active funds are used selectively—and portfolios are globally diversified. Advice is delivered through consultations and documented investment policy statements; clients retain final decision-making and, as disclosed, the firm manages approximately $40.85 million for about 25 clients with roughly $33.7 million handled on a non‑discretionary basis and $7.15 million on a discretionary basis. Compared with peers, the high proportion of non‑discretionary assets is an uncommon feature for an independent adviser and shapes how the firm engages with clients around trade approvals and implementation. The brochure also highlights a small client base with in‑depth written evaluations and the availability of planning as an included service or on an hourly basis, and it discloses a 2018 license revocation for a missed renewal fee that was subsequently cured and the license reinstated.

To learn more about the advisors currently working at Coast Wealth Management, Inc., 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.