# COASTAL FINANCIAL PLANNING, INC.

COASTAL FINANCIAL PLANNING, INC. of LINCOLN, RI is an SEC-registered investment adviser.

## Registration

- CRD: 117649
- Type: SEC-registered investment adviser
- Location: 640 GEORGE WASHINGTON HIGHWAY, LINCOLN, RI, 02865-3935
- Phone: 401-727-8151
- Latest filing: 2026-03-23
- Regulatory AUM: $37.0M
- Discretionary AUM: $35.3M
- Non-discretionary AUM: $1.7M
- Clients: 1
- Accounts: 60

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117649/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117649/similar
- Related entities: https://search.stillhousedata.com/firm/117649/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117649

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.