Coastal Financial Planning - Fee-Only Financial Planning

Welcome to Coastal Financial Planning, Inc.
A fee-only investment advisory firm.

Coastal Financial Planning’s principal, Angela Thomson, was recognized by the Providence Journal as a “Woman to Watch” in their 2005 focus piece. Additionally, the firm was profiled in a Wall Street Journal article focusing on fee-only financial planners.

We serve a broad client base whose investable assets begin at $100,000. Our fee-only financial planning approach is an objective, ethical process used in evaluating and managing clients’ assets. This eliminates commissioned bias and provides a clear analysis for the maximization of assets.

All advice and asset management is provided by a Certified Financial Planner licensee. The CFP® designation is awarded to individuals who have completed rigorous course work and have passed a comprehensive exam administered by the CFP® board of standards.

Be Informed, Advisory terms are confusing

Many advisory firms market themselves as fee-based. This does not eliminate commissioned bias. Fee-based planning simply means the firm or affiliated parties still receive some type of commission from previous or current activities or participate in revenue sharing. Fee-only planning is the only form of compensation, which represents no conflict of interest.

Know what you’re paying for

Most mutual funds carry a 5% front-end load. Under these arrangements you generally pay the up-front sales charge and have little interaction with your broker after the transaction is complete.

At Coastal Financial Planning, Inc., you will never be subjected to up-front charges. Our services are based on a continued commitment to our clients. Our portfolio management services start at 1.5% annually, with management fees declining as portfolio values increase.

The choice is yours, a one-time fee with a brokerage house and no commitment to service, or a continued commitment to clients through fee-only asset management, without additional commission costs associated with transactions.

Call us today for an introductory appointment. There is no cost or obligation for this get acquainted meeting.

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