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Coastal Financial Advisors is a fee-only Registered Investment Advisor that provides comprehensive financial planning, investment management, and risk assessment services. The firm serves individuals, families, and businesses by creating customized plans to build net worth while minimizing risk and taxes.
AI named Coastal Financial Advisors from November 2025 to September 2026.
Question: I am looking for a financial planner who is a fiduciary and does not sell insurance products.
ChatGPT SearchSep 19, 2026
Coastal Financial Advisors, Inc. — Farmingdale, NJ. Fee-only and fiduciary; they may review insurance needs, but state that they don't sell insurance for commissions.
AI named Coastal Financial Advisors alongside CNIV Financial Planning, Concierge Financial Planning, LLC, and Condor Capital Wealth Management
None of these answers cited coastalfa.com. AI leaned on adviceonly.com and lfadvisors.com.
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Excerpts where Coastal Financial Advisors appeared in the AI's answer
Coastal Financial Advisors, Inc. — Farmingdale, NJ. Fee-only and fiduciary; they may review insurance needs, but state that they don't sell insurance for commissions.
