Coastal Wealth Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Coastal Wealth Advisory Services provides discretionary and non-discretionary investment management and financial planning to individuals (including high-net-worth clients) and to retirement plans. The firm reports approximately $20.3 million in assets under management across roughly 230 client relationships and offers plan-level services, financial planning at no additional cost, and ongoing portfolio monitoring.
Portfolios and recommendations are tailored to each client’s stated goals, time horizon and risk tolerance, with the firm using fundamental analysis and a mix of long- and short-term strategies, periodic rebalancing, and quarterly account reviews. The firm can trade on a discretionary basis, pursues tax-aware opportunities such as tax-loss harvesting when appropriate, and uses a national custodian for execution and reporting.
What is uncommon for a single-advisor independent firm is Coastal Wealth’s combination of a high client count per advisor, an affiliated insurance business that accounts for a significant portion of the principal’s outside compensation, and an explicit offering of ERISA 3(38) fiduciary investment-management services for retirement plans. These relationships and potential conflicts are disclosed in the brochure and described as mitigated by disclosures and the firm’s stated fiduciary obligations; the firm also leaves proxy voting to clients rather than voting securities on their behalf.
Client services
Expertise
Fee options
$0 - $50,000: 1.65% annually $50,001 - $100,000: 1.35% annually $0 - $200,000: 1.20% annually $200,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.85% annually $1,000,001 - $3,000,000: 0.70% annually $3,000,001+: 0.60% annually
Investment Advisor Representatives receive commissions from sales of investment-related products such as insurance; approximately 50% of Mr. Money’s compensation is from external compensation.
Main office
2500 W. Lake Mary Blvd, Suite 215
Lake Mary FL 32746
Advisors at this office
1
Most active in
Florida · North Carolina · South Carolina · Virginia · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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