Coast Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The hourly rate for limited scope engagements is $150.”

Flat or project fee

$500

“Fees for financial plans are billed the lesser of $500 or one-third of the estimated fee upon signing of this Agreement.”

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

How Coast Capital Management bills

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

• “If the client made an advance payment, CCM will refund any unearned portion of the advance payment.”
• “If the client made an advance payment, CCM will refund any unearned portion of the advance payment.”
• “You will receive this invoice concurrent with the request for payment or payment of the Adviser’s advisory fees.”

How Coast Capital Management’s fees compare

• Its hourly rate of $150 is below the Washington median of $300. 3% of the 216 other Washington planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Washington median of $3,250. 3% of the 103 other Washington planners that publish a flat or project fee charge less.

About Coast Capital Management

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 1994 (32 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

54

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$13,713,492

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

115767

Website

coastcapitalmanagement.com (opens in new tab)

Phone

(206) 780-7930

Other planners in Washington that publish fees

• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800
• Aksum Wealth, LLCLynnwood$150/hr

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