Coastal Financial Planning, Inc.

Coastal Financial Planning, Inc. (CRD# 117649) is a financial advisory firm headquartered in Lincoln, RI. They manage $35,000,000 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
640 George Washington Highway, Suite 103; Building B, Lincoln, RI 02865
http://coastalfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $175,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at Coastal Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Angela Thomson, financial advisor Lincoln RI
Angela M. Thomson
CRD#: 3028775
640 George Washington Highway, Suite 103; Building B, Lincoln, RI 02865

Angela Thomson (CRD# 3028775) is an Investment Advisor Representative working at Coastal Financial Planning, Inc. in Lincoln, RI and has over 26 years of experience in the finance industry.

2
Eric Thomson, financial advisor Lincoln RI
Eric J. Thomson
CRD#: 7111457
640 George Washington Highway, Suite 103; Building B, Lincoln, RI 02865

Eric Thomson (CRD# 7111457) is an Investment Advisor Representative working at Coastal Financial Planning, Inc. in Lincoln, RI and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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