Advisor at Coastal Bridge Advisors
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Firm
Coastal Bridge Advisors
Location
Westport, CT 06880
Credentials
CFP®, Series 63, Series 65
Industry experience
12 years
Ines Kasdorf is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors. Her prior experience includes roles at Raymond James & Associates, Excel Securities & Associates, and Ashton Thomas Private Wealth. Coastal Bridge Advisors provides financial planning, consulting, and investment management primarily to individuals, families, and institutional clients such as trusts, foundations, and retirement plans. The firm emphasizes a goal-based, fundamental analysis approach with customized financial planning and diversified portfolio management, often utilizing third-party and affiliated external managers.
Based on Coastal Bridge Advisors
Based on Coastal Bridge Advisors
Fixed fees for standalone financial planning and consulting services, generally ranging from $5,000 to $120,000, negotiable.
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000 - $50,000,000: 0.65% $50,000,000+: 0.50%
Insurance commissions earned by supervised persons through recommendations of insurance products; commissions vary and are disclosed.
Financial planning and consulting fees range generally from $5,000 to $120,000, negotiable, including hourly fees for standalone services.
54 Wilton Road, 1 St Floor
Westport, CT 06880
Connecticut
Coastal Bridge Advisors
2025 - Present (1 year)
Ashton Thomas Private Wealth, LLC
2024 - 2025 (1 year)
Excel Securities & Associates, Inc.
2024 - 2025 (1 year)
Excel Securities & Associates, Inc.
2024 - 2025 (1 year)
Raymond James & Associates
2018 - 2024 (6 years)
William O'Neil & Co.
2017 - 2017 (1 year)
One Charles Private Wealth, LLC
2015 - 2017 (2 years)
Purshe kaplan Sterling Investments
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
CFA®, Series 65
Ridgefield, CT
Granite Hill Capital Management, LLC
Series 63, Series 65
Norwalk, CT
Euclid Harding, LLC
CFA®
Stamford, CT
Tadpole Investments LLC
Series 65
Redding, CT
HarborAdvisors, LLC
Series 66
Westport, CT
Blue Keel Financial Planning
Series 65
Westport, CT
Norman Kramer Investments, Inc.
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