Gulf Coast Financial Advisors

Financial planning in Fairhope, AL

State registeredNo commissions reported

Call (251) 327-2124 Send a message Map ↗

Public-record details

Address: 561 Fairhope Ave, Suite 202b, Fairhope, AL 36532
Phone: (251) 327-2124
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Gulf Coast Financial Advisors LLC
CRD number: 329092
Registration: State registered: AL, TX
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $32.4 million
Accounts managed: 193
Clients reported (Form ADV 5.D): 150
Individual / high-net-worth clients: 75 / 21
Employees: 4
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-09-09

State registered (AL, TX) investment adviser, CRD 329092, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 329092 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Fairhope

Aptus Capital Advisors, LLC314 Magnolia Avenue, Suite 200 · Fairhope, AL 36532 · (251) 517-7198 · Financial planningCRD 167626 · % of assets, Fixed fees · $14.1 billion AUMSEC registeredNo commissions reported Atlantes Financial Advisors365 Grand Avenue, Suite "A" · Fairhope, AL 36532 · (251) 928-1616 · Financial planningCRD 138210 · % of assets, Hourly charges, Fixed fees · $62.8 million AUMState registeredNo commissions reported Brown Financial Advisory54 S. Greeno Road · Fairhope, AL 36532 · (251) 928-9498 · Financial planningCRD 155548 · % of assets, Hourly charges, Fixed fees · $468.2 million AUMSEC registeredNo commissions reported Hayek Kallen Investment Management L.L.C.50 South Church Street, Suite C · Fairhope, AL 36532 · (251) 928-8999 · Hourly feesCRD 106454 · % of assets, Hourly charges, Fixed fees · $424.4 million AUMSEC registeredNo commissions reported Naviant Partners, LLC314 Magnolia Avenue, Ste 300 · Fairhope, AL 36532 · (251) 725-9977 · Financial planningCRD 339108 · % of assets, Hourly charges, Fixed fees · $177.3 million AUMSEC registeredNo commissions reported

All 6 in Fairhope →