Coastal Capital Advisors fees and pricing

Financial planner in Irvine, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 31, 2026, Coastal Capital Advisors charges an annual fee of $7,200 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $7,200/yr; “In this regard, a client will only be charged either a flat annual fee or – if the client maintains the corresponding requisite assets under Adviser’s management – an annual asset-based fee. The minimum annual flat fee that may be ascribed to a client is generally $7,200 per year, which shall be charged for so…”

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

“Fees are negotiable, and each client’s specific fee schedule is included as part of the investment advisory agreement signed by Adviser and the client.”
“Adviser does not share in any fees payable to Uprise. The additional fees and charges set forth above are separate and apart from the fees charged by Adviser.”

Its annual fee of $7,200 is above the California median of $6,250. 52% of the 224 other California planners that publish an annual fee charge less.
2 of the 3 other planners in Irvine that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.2% a year
Clients: 141
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $52,318,601
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 307224
Website: coastalcapitaladvisors.com (opens in new tab)
Phone: (949) 439-4050

Can advise clients in 5 states: California, Colorado, Idaho, New York, Texas

Is something on this page wrong or out of date?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.