Coastal Wealth Advisory Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,257,031
Clients
230
3% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
230
Very HighAverage account size
$88,074
About
Coastal Wealth Advisory Services provides discretionary and non-discretionary investment management and financial planning to individuals (including high-net-worth clients) and to retirement plans. The firm reports approximately $20.3 million in assets under management across roughly 230 client relationships and offers plan-level services, financial planning at no additional cost, and ongoing portfolio monitoring.
Portfolios and recommendations are tailored to each client’s stated goals, time horizon and risk tolerance, with the firm using fundamental analysis and a mix of long- and short-term strategies, periodic rebalancing, and quarterly account reviews. The firm can trade on a discretionary basis, pursues tax-aware opportunities such as tax-loss harvesting when appropriate, and uses a national custodian for execution and reporting.
What is uncommon for a single-advisor independent firm is Coastal Wealth’s combination of a high client count per advisor, an affiliated insurance business that accounts for a significant portion of the principal’s outside compensation, and an explicit offering of ERISA 3(38) fiduciary investment-management services for retirement plans. These relationships and potential conflicts are disclosed in the brochure and described as mitigated by disclosures and the firm’s stated fiduciary obligations; the firm also leaves proxy voting to clients rather than voting securities on their behalf.
Client services
Portfolio management
Pension consulting
Expertise
Retirement income strategy
General estate planning guidance
College savings (529s, UTMA, etc.)
Fee options
$0 - $50,000: 1.65% annually $50,001 - $100,000: 1.35% annually $0 - $200,000: 1.20% annually $200,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.85% annually $1,000,001 - $3,000,000: 0.70% annually $3,000,001+: 0.60% annually
Investment Advisor Representatives receive commissions from sales of investment-related products such as insurance; approximately 50% of Mr. Money’s compensation is from external compensation.
Main office location
Coastal Wealth Advisory Services, LLC
2500 W. Lake Mary Blvd, Suite 215
Lake Mary FL 32746, United States
Number of offices
2
Most active in
Coastal Wealth Advisory Services, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina · South Carolina · Virginia · West Virginia
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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