CRD: 117649
Coastal Financial Planning, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Vector
- Established Date
- 05-13-1998
- Office Locations
- 1
Office Locations
About Coastal Financial Planning, Inc.
Coastal Financial Planning, Inc. is a fee-only advisory firm in Lincoln, RI led by founder Angela Thomson, CFP®. It builds and updates retirement-focused financial plans based on clients’ time horizon and risk tolerance, and supports employers with 401(k)/403(b) plan analysis, implementation and ERISA-related compliance guidance with on-site training. Portfolios emphasize ETFs (Fidelity/NFS custody); Thomson is frequently quoted, including in The Wall Street Journal.
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Owner & Executives
ANGELA MARIE THOMSON MRS.
Investment Advisor, Owner
- CRD
- #3028775
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,300,000 | -- |
| Non-Discretionary | $1,700,000 | -- |
| Total | $37,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,121,718,231 | 35.9% |
| Public Funds | $1,281,070,960 | 41.0% |
| Cash | $721,774,126 | 23.1% |
| Total | $3,124,563,317 | 100.0% |