Advisor at Sea Change Financial Planning
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.
Firm
Sea Change Financial Planning
Location
Point Pleasant, NJ
Credentials
Series 66
Industry experience
7 years
Michelle Coffey is a financial advisor at Sea Change Financial Planning with seven years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and SHI International Corp. since 2021, she has been with Sea Change Financial Planning, an independent firm based in Point Pleasant, NJ. Sea Change Financial Planning serves individual clients, including high-net-worth individuals, offering tailored investment management and various financial planning services. The firm emphasizes individualized investment policies, combining passive and active strategies with attention to tax considerations and asset allocation, operating primarily on a non-discretionary basis while providing educational seminars and speaking engagements.
Based on Sea Change Financial Planning
Based on Sea Change Financial Planning
Project-Based Financial Planning fixed fee ranges between $2,000 and $4,000, negotiable
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.80%
$250.00 per hour
Point Pleasant, NJ
New Jersey
Sea Change Financial Planning
2021 - Present (5 years)
Edward Jones
2018 - 2021 (3 years)
SHI International Corp
2006 - 2018 (12 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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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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