A complete list of active advisors currently associated with No Coast Financial Group

Warmer can help you find a great advisor at No Coast Financial Group or one who fits your needs even better.

No Coast Financial Group is a fee-only independent advisory firm that serves individual clients as well as a limited number of charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides investment management, both ongoing and project-based financial planning, educational seminars and speaking engagements, and retirement plan consulting and discretionary plan management. Investment decisions are guided by asset-allocation principles informed by Modern Portfolio Theory and fundamental analysis, with portfolios built from a mix of passive and active mutual funds, ETFs, and individual securities and optional socially responsible (ESG) considerations. Client engagements are tailored — clients can impose reasonable investment restrictions, choose ongoing or project-based planning, and accounts are generally managed on a discretionary basis with periodic reviews and monthly investment performance reports for managed accounts. Distinctive aspects relative to many solo independent advisers include regular work with charitable and corporate clients, providing portfolio management to institutional clients and acting in a fiduciary/ERISA investment-manager capacity for retirement plans, and offering fee-based educational seminars. The firm operates as a small practice (about $10.8 million in assets and roughly 30 clients) led by a principal with academic affiliations and professional credentials (CFA, CFP), which the brochure cites as supporting a research- and policy-oriented approach.

To learn more about the advisors currently working at No Coast Financial Group, 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.

Name	Location	Years of experience
Stuart Heckman	Manhattan, KS	10

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