Coastal Financial Planning, Inc. fees
Financial planner in Lincoln, Rhode Island. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Coastal Financial Planning, Inc. (Lincoln, RI) charges $150 an hour for financial planning.
- Website: coastalfinancialplanning.com (opens in new tab)
- Call (401) 727-8151
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change.
- Hourly rate
- $150/hr
Below the Rhode Island median of $293; none of the 9 other planners in Rhode Island that publish an hourly rate charge less.
“Currently, hourly fees are $150.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 1998 (28 years)
How Coastal Financial Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Some fees are negotiable, depending on the circumstances.”
- “All hourly fees are billed at the end of the project.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, with the refund calculations based on a pro-rata basis to the date of termination.”
About Coastal Financial Planning, Inc.
“We will provide a copy of our Code of Ethics to any client or prospective client upon request. Coastal Financial Planning, Inc. and its employees may buy and sell mutual funds that are also recommended to clients.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 53
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $37 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 23, 2026
- CRD number
- 117649 (opens in new tab)
- Phone
- (401) 727-8151
Registered in 2 states: Massachusetts, Rhode Island
More planners in Rhode Island that publish fees
- SK Wealth Management, LLCProvidenceHourly $350-$500/hr
- Sheeley & Partners Wealth Management, LLCProvidenceHourly $200-$550/hr, Flat $3,000-$5,000
- Efficient Capital Strategies, LLCBarringtonQuarterly $500/qtr
- Hall Capital Management Company, Inc.BarringtonHourly $250-$300/hr, Flat $1,500-$3,000
- D & P Investment Advisors, Ltd.WakefieldHourly $270-$300/hr, Annual up to $20,000/yr
- Breachway Investments, LLCCharlestownHourly $200/hr
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.