Advisor at No Coast Financial Group
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
No Coast Financial Group
Location
Manhattan, KS 66502
Credentials
CFP®
Industry experience
9 years
Project-Based Financial Planning fixed fees range $500 - $5,000; Educational Seminars fees $50 - $300 per participant; Ongoing Financial Planning initial fee up to $3,000.
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Project-Based Financial Planning hourly rate $350/hour.
Fee-only: Investment Management fees based on AUM tiers; Ongoing Financial Planning fees $125 - $450/month; Project-Based Financial Planning fixed fees $500 - $5,000 or $350/hour; Educational Seminars $50 - $300 per participant; Retirement Plan services max 1.00% of AUM.
Heckman Research Consulting, LLC
2025 - Present (1 year)
Texas Tech University
2023 - Present (3 years)
No Coast Financial Group, LLC
2022 - Present (4 years)
Garrett Investment Advisors, LLC
2019 - 2022 (3 years)
CGN Advisors, LLC
2016 - 2020 (4 years)
Kansas State University
2014 - 2023 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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