Redwood Coast Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$146,650,380
Clients
987
Advisors
2
of 4 employees
About
Redwood Coast Financial Partners provides ongoing portfolio management to individuals (including high‑net‑worth individuals), pension and profit‑sharing plans, and corporations. The firm creates an Investment Policy Statement for each client and manages portfolios composed primarily of mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income and options, and it also sponsors a wrap‑fee program that it manages under the same policies as its non‑wrap accounts.
RCFP states its investment approach is grounded in modern portfolio theory and long‑term trading, with documented risk tolerance and time horizon used to guide recommendations and at least monthly account reviews performed by firm leadership. Clients receive quarterly account reporting through the custodian, and the firm reports that nearly all of its reported assets are managed on a non‑discretionary basis, meaning clients generally retain authority over trade decisions.
Noteworthy features include an unusually high client load relative to its two‑advisor structure (roughly 987 clients total), sponsorship of a wrap fee program, and the firm’s entire reported AUM classified as non‑discretionary, all of which are atypical for similarly supported firms. The brochure also discloses that the firm requires use of Charles Schwab Advisor Services for custody, does not aggregate client trades, and that a firm principal is separately licensed to sell insurance products — a disclosed potential conflict of interest.
Client services
Expertise
Fee options
$0 - $250,000: 2.00% $250,001 - $1,000,000: 1.50% $1,000,001+: 1.00%
Main office
923 3rd Street
Eureka CA 95501
Advisors at this office
2
Most active in
Arizona · California · Nevada · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Nicholas B
ChFC®, Series 66
Eureka, CA
Redwood Coast Financial Partners
Nicholas Bertell is a ChFC® credentialed financial advisor with 18 years of industry experience, currently practicing at Redwood Coast Financial Partners in Eureka, CA. His prior experience includes roles at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of his advisory work, he is an active member of the Humboldt Masonic Lodge, where he organizes ritual work, plans social events, and participates in volunteer community activities. Redwood Coast Financial Partners provides portfolio management services to individuals, pension and profit-sharing plans, and corporations, focusing on investment strategies grounded in modern portfolio theory and long-term trading. The firm manages portfolios primarily composed of mutual funds, ETFs, equities, fixed income, and options, with an emphasis on documented risk tolerance and regular account reviews.
John H
Series 63, Series 65
Eureka, CA
Redwood Coast Financial Partners
John Hudson is a financial advisor with Redwood Coast Financial Partners in Eureka, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC and Summit Brokerage Service, Inc. Outside of advising, he is involved as an editor and player in the Geckos and Grottos DnD podcast. Redwood Coast Financial Partners provides portfolio management services to individuals, pension and profit-sharing plans, and corporations. The firm employs an investment approach based on modern portfolio theory and long-term trading, managing portfolios primarily with mutual funds, ETFs, equities, fixed income, and options, and offers a wrap-fee program under consistent policies.
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