# South Coast Planning & Wealth Management

> South Coast Planning & Wealth Management is a state-registered investment advisory firm in Fall River, MA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 326997
- Filed as: SOUTH COAST PLANNING & WEALTH MANAGEMENT
- Legal name: South Coast Planning & Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fall River, MA
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326997
- AdvisorCensus page: https://advisorcensus.com/firm/south-coast-planning-and-wealth-management-fall-river-ma-326997

## Quick answers

**How is South Coast Planning & Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), South Coast Planning & Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is South Coast Planning & Wealth Management located?**
South Coast Planning & Wealth Management's principal office is in Fall River, MA, according to its Form ADV.

**Is South Coast Planning & Wealth Management registered with the SEC or a state?**
South Coast Planning & Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326997.

**How much does South Coast Planning & Wealth Management manage?**
South Coast Planning & Wealth Management reports $35,327,665 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary).

**What types of clients does South Coast Planning & Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59); high net worth individuals (11).

**Does South Coast Planning & Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326997

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $35,327,665
- Discretionary: $35,327,665
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $20,884,453 |
| High net worth individuals | 11 | $14,443,212 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [southcoastplanning.com](https://southcoastplanning.com)
- Facebook facebook.com
- LinkedIn @south-coast-planning-wealth-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. South Coast Planning & Wealth Management (CRD 326997): Form ADV filing data as of October 2026.