Coastwise Capital Group, LLC fees and pricing
Financial planner in La Jolla, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Coastwise Capital Group, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Clients who select consulting services are billed at the maximum rate of $250 an hour for Chief Investment Officer services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Coastwise Capital Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and may be a flat fee rate or a tiered fee rate.”
- “In very few cases, fees are paid quarterly in advance, due on the first day of the quarter based on the account’s asset value as of the last day of the prior quarter.”
- “Fees are prorated for accounts opened during the month as well as inter-month capital flows.”
How Coastwise Capital Group, LLC’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- None of the 7 other planners in La Jolla that publish an hourly rate charge less.
About Coastwise Capital Group, LLC
“The advisory services include, among other things, providing portfolio management and financial advice regarding asset allocation and the selection of investments.”
- Firm size: 4 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 167
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $212,200,773
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 139564
- Phone
- (858) 454-6670
Can advise clients in 3 states: California, Louisiana, Texas
Other planners in La Jolla that publish fees
- Canter WealthLa Jolla$7,500-$20,000, $1,875/qtr
- Carter Financial, LLCLa Jolla$350/hr, $1,500-$5,000
- Castle Coast Wealth, LLCLa Jolla$500/hr, $50,000/yr
- Financial Alternatives, Inc.La Jolla$300/hr
- Hamilton Manor & AssociatesLa Jolla$250/hr, $200-$15,000
- Holland Strategic Wealth Advisors LLCLa Jolla$400/hr, Up to $5,000
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.