Coastal Financial Advisors, Inc.

Overview

Coastal Financial Advisors, Inc. is an independent registered investment adviser that serves individual and family clients with a compact, fee-based advisory model. The firm concentrates on financial planning, ongoing portfolio management for individuals and small businesses, and offers consulting support related to pension matters. Its compensation mix includes percentage-of-assets, hourly charges, and fixed fees, which positions the firm to work with clients across simple project engagements and ongoing discretionary relationships. Investment activity skews toward professionally managed public vehicles and separately managed account structures rather than direct alternatives or heavy individual-stock trading. With under $25 million in total assets, the firm typically builds diversified client portfolios using pooled public funds and model-driven SMA sleeves, layering planning and cash-management solutions around those core holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices