Gold Coast Advisors, LLC fees and pricing

Financial planner in Port Washington, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Gold Coast Advisors, LLC charges $500 an hour for financial planning.

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: $500/hr; “Gold Coast Advisors may also charge an hourly fee of $500 for special projects.”

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

“Investment Management fees are calculated and payable monthly in arrears based on the value of assets under management in a client account, as determined by the combined average daily balance of all accounts during the billing period.”
“Accounts initiated or terminated during a calendar month will be charged a prorated fee.”

Its hourly rate of $500 is above the New York median of $300. 84% of the 301 other New York planners that publish an hourly rate charge less.

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: 2% a year
Clients: 10
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
Assets managed: $12,162,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 124217
Website: gcallc.com (opens in new tab)
Phone: (516) 944-0081

Is something on this page wrong or out of date?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