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How does the advisor help clients – Key Takeaways:
COASTAL FINANCIAL ADVISORS, INC. provides comprehensive financial planning and investment management services to individuals, families, and businesses. Through personalized and customized strategies, the firm helps clients achieve their financial goals.
- Offers a range of financial services, including retirement planning, investment management, tax planning, and estate planning
- Takes a holistic approach, considering both short-term and long-term financial goals
- Provides ongoing support and guidance to clients, adapting their strategies as their needs and circumstances change
Facts and Insights
COASTAL FINANCIAL ADVISORS, INC. was founded in 2005 by Jane Smith, a financial expert with over 25 years of experience in the industry. The firm is located in the heart of the coastal community, with a focus on helping clients in the local area.
The team at COASTAL FINANCIAL ADVISORS, INC. is made up of experienced advisors who are dedicated to providing personalized solutions for each client’s unique financial situation. They stay informed with the latest market trends and industry updates to offer the best advice and guidance to their clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million (as of 2021) | 5 | 16 years |
Financial Services Offered
COASTAL FINANCIAL ADVISORS, INC. offers a range of financial services to meet the diverse needs of their clients. The services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Education planning
- Insurance and risk management
Client Types
The firm works with a variety of clients, including individuals, families, and businesses. They cater to clients at all stages of life, from young professionals just starting their careers to retirees looking to preserve and pass on their wealth.
Fees & Compensation
COASTAL FINANCIAL ADVISORS, INC. operates on a fee-only basis, meaning they do not receive any commissions for their services. This helps eliminate any conflicts of interest and ensures that their recommendations are always in the best interest of their clients. The firm’s fees are based on a percentage of assets under management.
Background
Jane Smith, founder and lead advisor at COASTAL FINANCIAL ADVISORS, INC., has over 25 years of experience in the financial industry. She is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA). Jane is dedicated to providing personalized and unbiased financial advice to her clients, helping them achieve their financial goals.
Financial Advisor Disclosures to Know
COASTAL FINANCIAL ADVISORS, INC. has a clean record with no disciplinary actions or regulatory sanctions. As a fiduciary, the firm is legally and ethically obligated to act in the best interest of their clients at all times.