Gulf Coast Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$28,714,709
Clients
96
Advisors
2
of 4 employees
About
The firm serves individuals (including high-net-worth clients), small businesses, trusts, estates, and qualified retirement plans, managing roughly $32.4 million for about 96 clients through a small advisory team. Its services include customized discretionary and non-discretionary investment management, selection and oversight of sub-advisers, financial planning, and consulting.
The firm’s investment approach blends technical and fundamental analysis and primarily uses equities and ETFs while also incorporating bonds, options, mutual funds, private funds, and structured notes as appropriate; portfolios can include both long- and short-term positions and are actively monitored and adjusted. Financial planning is commonly provided alongside investment management but is also available separately via ongoing fixed-fee tiers, project-based engagements, or hourly consultations, with ongoing planning clients receiving at least three review meetings per year.
Noteworthy distinctions disclosed in the brochure include the firm’s in-house educational outreach—an ongoing radio and podcast program produced from the firm’s office—and an emphasis on financial education and counseling within planning services. The brochure also discloses that some firm representatives are licensed insurance agents who may sell non-variable insurance and fixed annuities for separate commissions, a potential conflict of interest the firm identifies and discloses.
Client services
Expertise
Demographic focus
Fee options
Fixed fees for financial planning services: ongoing planning ($1,500-$2,500 annually), project-based planning ($500 - $50,000).
$0 - $99,999: 1.40% $100,000 - $249,999: 1.30% $250,000 - $499,999: 1.20% $500,000 - $999,999: 1.00% $1,000,000 - $1,499,999: 0.90% $1,500,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.70% $5,000,000+: 0.50%
$150 per hour for limited, one-time financial planning or consulting services.
Account minimum: $100,000 Fee-only: Ongoing Financial Planning Services fixed fees: $1,500, $2,000, or $2,500 annually, billed quarterly ($375, $500, or $625 per quarter respectively); Project-Based Financial Planning Services fixed fee ranging from $500 to $50,000; Hourly Financial Planning and Consulting Services at $150 per hour.
Main office
561 Fairhope Ave, Suite 202 B
Fairhope AL 36532
Advisors at this office
1
Most active in
Alabama · Texas
Also doing business as
Gulf Coast Financial Advisors · Gulf Coast Financial Advisors LLC
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.
Forms ADV
Quick links
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