No Coast Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,796,471
Total clients
30
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$359,882
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Retirement plan management and consulting
Retirement plan management and consulting
Fee options
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.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
No Coast Financial Group
211 S. 4 Th St.
Manhattan KS 66502, United States
Number of offices
1
Forms ADV
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