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Coastal Financial Planning
Coastal Financial Planning, Inc. is an SEC-registered investment adviser in Lincoln, RI. The firm manages $37 million in assets, $35 million on a discretionary...
Coastal Financial Planning
Coastal Financial Planning, Inc. is an SEC-registered investment adviser in Lincoln, RI. The firm manages $37 million in assets, $35 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Coastal Financial Planning?
No named principals or investment decision-makers are publicly available for Coastal Financial Planning. The firm's leadership structure has not been disclosed in any public records or regulatory filings as of mid-2026.
What is the firm's AUM or scale?
Coastal Financial Planning does not publicly disclose assets under management. Without a figure from the firm or a credible external source, its scale cannot be estimated.
Where is Coastal Financial Planning based?
The firm's headquarters city and country are not available from public sources. It is registered in the United States but no specific office address has been identified.
Does Coastal Financial Planning invest in direct deals or funds?
Coastal Financial Planning's investment approach is not publicly documented. Whether it makes fund commitments, direct investments, or provides financial planning advice only is unknown.
What investment sectors does Coastal Financial Planning focus on?
No sector focus has been disclosed by the firm. Public records do not indicate any specific industry or asset class concentration.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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