RIA Intel›Advisers›Rhode Island›COASTAL FINANCIAL PLANNING, INC.

COASTAL FINANCIAL PLANNING, INC.

Advisory

LINCOLN, RI

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$617K

across 60 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$37M

Discretionary AUM$35M

Non-Discretionary AUM$2M

Discretionary %95.4%

Total Clients53

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA, RI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

53 clients

The full client-type breakdown and the share of AUM each category represents.

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