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 |
|---|---|---|
Manhattan, KS
| 9
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")