Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$412,254,172
Total clients
291
45% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
73
Average account size
$1,416,681
Financial planning flat fees ranging from $2,000 to $50,000; minimum fee generally $2,000
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $15,000,000: 0.70% $15,000,001 - $20,000,000: 0.60% $20,000,001 - $50,000,000: 0.40% $50,000,001+: 0.30%
Up to $500 per hour (rare occasions for project-based financial planning)
Account minimum: $2,000,000 (generally), $1,000,000 for referred clients, subject to waiver at discretion Fee-only: Flat fees for financial planning range from $2,000 to $50,000; hourly fees up to $500/hour on rare occasions
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Castle Coast Wealth, LLC
4225 Executive Square, Suite 1030
La Jolla CA 92037, United States
Number of offices
3
CFP®, Series 63
Incline Village, NV
Castle Coast Wealth, LLC
Series 65
La Jolla, CA
Castle Coast Wealth, LLC
Series 63, Series 65, Series 66
La Jolla, CA
Castle Coast Wealth, LLC
Series 66
La Jolla, CA
Castle Coast Wealth, LLC
CFP®, Series 66
La Jolla, CA
Castle Coast Wealth, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")