COASTAL FINANCIAL PLANNING, INC.

COASTAL FINANCIAL PLANNING, INC. of LINCOLN, RI is an SEC-registered investment adviser (CRD 117649). Regulatory assets under management: $37.0M.

Registration

• CRD: 117649
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117649 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search