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
About
No Coast Financial Group is a fee-only independent advisory firm that serves individual clients as well as a limited number of charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides investment management, both ongoing and project-based financial planning, educational seminars and speaking engagements, and retirement plan consulting and discretionary plan management.
Investment decisions are guided by asset-allocation principles informed by Modern Portfolio Theory and fundamental analysis, with portfolios built from a mix of passive and active mutual funds, ETFs, and individual securities and optional socially responsible (ESG) considerations. Client engagements are tailored — clients can impose reasonable investment restrictions, choose ongoing or project-based planning, and accounts are generally managed on a discretionary basis with periodic reviews and monthly investment performance reports for managed accounts.
Distinctive aspects relative to many solo independent advisers include regular work with charitable and corporate clients, providing portfolio management to institutional clients and acting in a fiduciary/ERISA investment-manager capacity for retirement plans, and offering fee-based educational seminars. The firm operates as a small practice (about $10.8 million in assets and roughly 30 clients) led by a principal with academic affiliations and professional credentials (CFA, CFP), which the brochure cites as supporting a research- and policy-oriented approach.
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Main office location
No Coast Financial Group
211 S. 4 Th St.
Manhattan KS 66502, United States
Number of offices
1
Forms ADV
Quick links
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