A complete list of active advisors currently associated with South Coast Planning & Wealth Management

Warmer can help you find a great advisor at South Coast Planning & Wealth Management or one who fits your needs even better.

South Coast Planning & Wealth Management is a fee-only registered investment adviser that provides wealth management, discretionary portfolio management, and both ongoing and project-based financial planning to individual and high‑net‑worth clients. As of December 31, 2025 the firm reported about $35.3 million in assets under management and generally applies a $100,000 minimum to managed accounts, with limited tax‑preparation services available to a small number of clients for an additional fee. The firm’s investment approach emphasizes Modern Portfolio Theory while using fundamental and cyclical analysis to inform security selection, and it blends passive and active strategies across mutual funds, ETFs, and individual securities. Portfolios are typically managed on a long‑term basis under discretionary authority, with periodic monitoring and annual reviews, and the firm will construct customized socially responsible (ESG) strategies when clients request values‑based investing. The brochure notes a pair of advertising practices that are uncommon for similar independent advisers: disclosure of third‑party ratings and the use of client testimonials in marketing materials. The firm also describes reliance on an institutional custodian platform that provides research and operational support, and it references adherence to industry fiduciary codes and professional standards in its Code of Ethics.

To learn more about the advisors currently working at South Coast Planning & Wealth Management, 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
Dan Pinheiro	Fall River, MA	5

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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