PlannerFees

Blue Coast Financial Planning fees and pricing

Financial planner in Maple Glen, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 28, 2024, Blue Coast Financial Planning charges $250 an hour and a flat or project fee of $2,500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“In the event of early termination before the first half fee is earned, any prepaid but unearned fees, calculated at the rate of $250 per hour will be refunded to the Client, any completed deliverables will be provided to the Client, and no further fees will be charged.”
Flat or project fee
$2,500⁠-⁠$5,000
“One-time Comprehensive Financial Planning One-time Comprehensive Financial Planning will generally be offered at a rate of $2,500 to $5,000 depending on complexity and needs of the Client and will be agreed upon before the start of any work.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Blue Coast Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees may be negotiable in certain cases.”
  • “Half of the fee is due at the beginning of the process and the remainder is due upon completion.”
  • “Fees for this service may be paid by electronic funds transfer or check.”

How Blue Coast Financial Planning’s fees compare

  • Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$5,000 spans the Pennsylvania median of $3,650. 51% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Blue Coast Financial Planning

“We may occasionally provide ad hoc services on an hourly basis (“Hourly Consultation”). The role of a financial planner is to find ways to help the client understand his/her overall financial situation and help the client set financial objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
329371
Phone
(215) 850-9179

Other planners in Pennsylvania that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.