Fee-only adviser · West Palm Beach, FL
Coastal Way Financial Group, LLC
Coastal Way Financial Group, LLC is a fee-only investment adviser registered with the securities regulators of Florida, New Jersey, New York, with its main office in West Palm Beach, Florida. On its latest Form ADV, filed January 20, 2026, it reports $66M in regulatory assets under management, 85 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida, New Jersey, New York |
|---|---|
| Firm CRD number | 285844 |
| Office | 900 N. Olive Avenue West Palm Beach, FL 33401 |
| Phone | (561) 328-2759 |
| Website | www.coastalwayfinancial.com |
| Regulatory assets under management | $66M |
| Individual clients | 81 non-high-net-worth, 4 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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- Remote Financial Planner, LLC $82M
See all 21 fee-only advisers in West Palm Beach →
Nearby
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- Riviera Beach 1 firm
- Lake Worth Beach 1 firm
- Royal Palm Beach 1 firm
- North Palm Beach 4 firms
- Juno Beach 2 firms
- Palm Beach Gardens 20 firms
- Lantana 1 firm
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