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Blue Coast Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Blue Coast Financial Planning provides fee-only financial planning and consulting to individuals and high‑net‑worth clients. Its services include one-time comprehensive plans, ongoing planning engagements, limited-scope hourly consultations, and public educational seminars; the firm does not manage or custody client assets.
The firm frames investment recommendations within long‑term planning, favoring a simplified, broadly diversified approach that leans on passive investments and fundamental analysis when specific securities are discussed. Recommendations are tailored to each client’s risk tolerance, time horizon, and any written restrictions, while clients retain responsibility for implementation through their chosen custodians.
What distinguishes the firm from many peers is its emphasis on educational seminars and the availability of hourly, project‑based planning — service features that are relatively uncommon among firms that typically rely on asset‑based fees. The founder holds CFP and CPCU credentials and brings prior insurance and technology industry leadership to the advisory practice, and the firm does not accept commissions or performance‑based compensation.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
Fee options
One-time comprehensive financial planning fees generally range from $2,500 to $5,000; ongoing financial planning offered at annual rates of $1,500 to $6,000, billed monthly in arrears; seminar fees range from $0 to $2,500 per seminar.
$250 per hour for hourly consultation
Fee-only: One-time comprehensive financial planning fees range from $2,500 to $5,000 depending on complexity and client needs; ongoing financial planning fees range from $1,500 to $6,000 annually, billed monthly in arrears; hourly consultation rate is $250 per hour; seminar fees range from $0 to $2,500 per seminar.
Main office location
Blue Coast Financial Planning
Maple Glen PA, United States
Number of offices
1
Most active in
Blue Coast Financial Planning has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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