A complete list of active advisors currently associated with Coastal Wealth Advisory Services, LLC

Warmer can help you find a great advisor at Coastal Wealth Advisory Services, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Coastal Wealth Advisory Services, 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.