# Sea Change Financial Planning

Sea Change Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://seachangefinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/mcoffey

## Regulatory record

- **CRD number:** 315726
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315726

## About

SEA CHANGE FINANCIAL PLANNING is a state-registered investment adviser. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services
- Wealth Management

## Questions

### Does Sea Change Financial Planning publicly disclose its assets under management?

No, the firm does not disclose its AUM in any public filings or communications tracked by Altss. Its scale remains unknown.

## Related profiles

- [Bengal Impact Partners](https://altss.com/profile/bengal-impact-partners-llc)
- [Marion Wealth Management](https://altss.com/profile/marion-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sea-change-financial-planning

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