South Coast Planning & Wealth Management fees
Financial planner in Fall River, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 23, 2026, South Coast Planning & Wealth Management (Fall River, MA) charges a flat or project fee of $1,000-$10,000 and an annual fee of up to $10,000 for financial planning.
- Website: southcoastplanning.com (opens in new tab)
- Call (508) 290-0411
- 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 January 23, 2026. Fees can change.
- Flat or project fee
- $1,000-
$10,000 Runs from below the Massachusetts median of $5,375 to above it.
“Fixed fee rates range from $1,000 to $10,000.”
- Annual fee
- Up to $10,000/yr
Capped at $10,000, at or below the Massachusetts median of $10,000.
“Fees are not to exceed $10,000 annually.”
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
- Team size
- Solo practice (one employee)
- Registered since
- 2023 (3 years)
How South Coast Planning & Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “These fees are negotiable depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
- “Fees and payment plans a re negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About South Coast Planning & Wealth Management
- Principal: Daniel Pinheiro
- Founded: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 70
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $35.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 23, 2026
- CRD number
- 326997 (opens in new tab)
- Phone
- (508) 290-0411
Registered in 2 states: Massachusetts, Rhode Island
Other planners in Fall River that publish fees
- Successful Money Strategies IncFall RiverFlat $1,500-$5,000
More planners in Massachusetts that publish fees
- Christopher Investment AdvisorsBeverlyHourly $150/hr
- Carl P. Sherr & Co., LLCWorcesterHourly $300/hr, Annual from $5,000/yr
- Spotlight Investment LLCBostonFlat $2,000-$8,000
- Titanium Advisors, LLCFranklinHourly $300/hr, Flat $3,000-$5,000
- FABCO Investment Advisors, LLCNewton Upper FallsHourly $150/hr
- Ascend FinancialScituateFlat $1,200-$7,200, Monthly $300-$1,000/mo
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.