Coastal Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$350/hr

“CFA hourly fees range from $200 to $350 per hour depending upon the level and scope of services required.”

Flat or project fee

$3,000⁠-⁠$20,000

“Flat fees and investment management fees typically range from $3,000 to $20,000.”

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

How Coastal Financial Advisors, Inc. bills

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

• “Billing Annual fee for comprehensive services and investment management are billed quarterly, in arrears, meaning that we invoice you after the three-month billing period has ended.”
• “Payment in full is expected upon invoice presentation.”
• “The client must consent in advance to direct debiting of their investment account.”

How Coastal Financial Advisors, Inc.’s fees compare

• Its hourly rate of $200-$350 spans the New Jersey median of $300. 43% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$20,000 spans the New Jersey median of $5,000. 82% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Coastal Financial Advisors, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

98

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$23,922,187

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

131891

Website

coastalfa.com (opens in new tab)

Phone

(732) 683-2330

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

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