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Coastal WealthFinancial advisor in Fort Lauderdale, FL

Coastal Wealth is a financial advisor at 1000 Corporate Dr #700, Fort Lauderdale, FL 33334, ranked #41 of 80 wealth managers in Fort Lauderdale and rated 3.4 from 122 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Fort Lauderdale, FLUpdated 0 paid placements in any rankingHow we rank

Call (954) 938-8800Website ↗

Key facts

Key facts about Coastal Wealth
Address1000 Corporate Dr #700, Fort Lauderdale, FL 33334Get directions
Phone(954) 938-8800
Websitemycoastalwealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating3.4 from 122 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Fort Lauderdale and 11 towns within 25 miles: North Andrews Gardens, Pompano Beach, Oakland Park, Wilton Manors, Coconut Creek, Margate, Lauderdale Lakes, Sunrise, North Lauderdale, Lighthouse Point and Lauderhill.

Based in Fort Lauderdale, FLView on map

Opening hours

Opening hours for Coastal Wealth
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Coastal Wealth

How is Coastal Wealth ranked in Fort Lauderdale?

Coastal Wealth is ranked #41 of 80 wealth managers in Fort Lauderdale by RFA Score, with 61 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Coastal Wealth’s hours?

Coastal Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Coastal Wealth serve?

Serves Fort Lauderdale and 11 towns within 25 miles: North Andrews Gardens, Pompano Beach, Oakland Park, Wilton Manors, Coconut Creek, Margate, Lauderdale Lakes, Sunrise, North Lauderdale, Lighthouse Point and Lauderhill. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Coastal Wealth?

Coastal Wealth has a rating of 3.4 from 122 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Coastal Wealth?

Call Coastal Wealth on (954) 938-8800. The business is at 1000 Corporate Dr #700, Fort Lauderdale, FL 33334. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Coastal Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Coastal Wealth (this business)—613.4 (122)NoNo
Kirsner Wealth Management (Stuart Estate Planning)#39615.0 (7)NoNo8.3 mi
Modera Wealth Management#40615.0 (4)NoNo10.6 mi
Castle Wealth Management#42604.8 (26)NoNo23.6 mi

See all 80 ranked wealth managers in Fort Lauderdale