SOUTH COAST PLANNING & WEALTH MANAGEMENT

Overview

South Coast Planning & Wealth Management is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individual and family clients as well as small businesses. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm reports being an active ESG investor, which indicates ESG factors are incorporated into security selection and portfolio construction across client accounts. South Coast is not positioned as a capital allocator or pension consultant and operates as a single-adviser practice rather than a multi-state or related-adviser platform. Investment preference is tilted toward publicly traded equities and exchange-traded instruments. The firm runs predominantly discretionary mandates and emphasizes liquid investments—ETFs and mutual funds play a clear role in implementation. Given the client base and scale, strategies appear geared toward individualized portfolio management rather than institutional solutions or broad external manager programs.

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Location & Offices