No Coast Financial Group fees and pricing

Published fees

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

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$500⁠-⁠$5,000

“Fixed fee rates range between $500 - $5,000.”

Monthly fee

$125⁠-⁠$450/mo

“Fees are paid monthly in arrears, ranging from $125 - $450 per month.”

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

How No Coast Financial Group bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Each account will be billed its proportionate share.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How No Coast Financial Group’s fees compare

• Its hourly rate of $350 is above the Kansas median of $250. 83% of the 59 other Kansas planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Kansas median of $3,500. 37% of the 43 other Kansas planners that publish a flat or project fee charge less.

About No Coast Financial Group

• Principal: Stuart Heckman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

1.5% a year

Clients

30

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, educational seminars and workshops, and other services

Assets managed

$10,796,471

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324971

Website

nocoast.financial (opens in new tab)

Phone

(785) 226-6050

Other planners in Manhattan that publish fees

• Abundance Wealth ManagementManhattan$250/hr, $3,000
• CGN Advisors, LLCManhattan$480⁠-⁠$8,000/yr
• Agh Wealth Advisors, LLCWichita$350/hr
• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
• Artisan Financial PlanningOverland Park$250/hr, $2,500⁠-⁠$10,000
• Aspen Wealth Management, Inc.Overland Park$125/hr

Compare all 6 planners in Manhattan