PlannerFees

Gold Coast Securities, Inc. fees and pricing

Financial planner in Thousand Oaks, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Gold Coast Securities, Inc. charges $50⁠-⁠$300 an hour and a flat or project fee of $10,000 for financial planning.

Published fees

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

Hourly rate
$50⁠-⁠$300/hr
“The hourly fee ranges from $50 to $300 per hour depending upon the complexity of the client, the services to be provided, the Advisory Representative chosen to provide the service, as well as current market conditions.”
Flat or project fee
$10,000
“Subject to the aforementioned requirements, the maximum fixed fee for the planning service selected by the client is $10,000.”

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

How Gold Coast Securities, Inc. bills

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

  • “Such information includes, among other things, details regarding the payment and refund of advisory fees, and the manager’s programs and services.”
  • “The client may generally negotiate the fee schedule with the client’s Advisory Representative, but the client should note that the management fees charged by the third party investment adviser in connection with their services may not be negotiable. 2.”
  • “When the planning service is provided for a fixed fee, one-half of the fixed fee is generally payable in advance and the balance upon completion of the service.”

How Gold Coast Securities, Inc.’s fees compare

  • Its hourly rate of $50-$300 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
  • None of the 10 other planners in Thousand Oaks that publish an hourly rate charge less.
  • Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
  • 6 of the 7 other planners in Thousand Oaks that publish a flat or project fee charge less.

About Gold Coast Securities, Inc.

“Thereafter, depending upon the investment consulting service selected by the client, GCS through its Advisory Representative provides consultations, recommendations, advice, and/or planning services, as appropriate and applicable.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2001 (25 years).

Planning areas mentioned in the brochure

  • College planning

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
Clients
35
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and market timing
Assets managed
$39,902,033
Registered with
State securities regulators
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
110925
Phone
(805) 496-3660

Other planners in Thousand Oaks that publish fees

Compare all 17 planners in Thousand Oaks

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