Advisor at Gulf Coast Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Based on Gulf Coast Financial Advisors LLC
Based on Gulf Coast Financial Advisors LLC
Fixed fees for financial planning services: ongoing planning ($1,500-$2,500 annually), project-based planning ($500 - $50,000).
$0 - $99,999: 1.40% $100,000 - $249,999: 1.30% $250,000 - $499,999: 1.20% $500,000 - $999,999: 1.00% $1,000,000 - $1,499,999: 0.90% $1,500,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.70% $5,000,000+: 0.50%
$150 per hour for limited, one-time financial planning or consulting services.
Account minimum: $100,000 Fee-only: Ongoing Financial Planning Services fixed fees: $1,500, $2,000, or $2,500 annually, billed quarterly ($375, $500, or $625 per quarter respectively); Project-Based Financial Planning Services fixed fee ranging from $500 to $50,000; Hourly Financial Planning and Consulting Services at $150 per hour.
Fair Oaks, TX
Texas
Gulf Coast Financial Advisors
2026 - Present (1 year)
xCel Business Brokerage and Consulting
2024 - Present (2 years)
Prime Capital Investment Advisors, LLC
2017 - 2025 (8 years)
Cambridge Investment Research Inc
2014 - 2018 (4 years)
Lawing Financial Inc.
1999 - 2017 (18 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
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