Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Flavio M

Series 65

Myrtle Beach, SC

Coast Wealth Management Group, LLC

Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series Series 65 license. Coast Wealth Management Group provides investment management and financial planning services to individual and business clients. The firm develops portfolios and plans tailored to client goals, using fundamental analysis and a combination of long- and short-term strategies.

Cash flow / budgeting Retirement income strategy Debt management General retirement planning Roth conversion strategy Retired Military & Veterans Approaching retirement Retired Gen X (Born 1965-1980)
user avatar
firm logo

Kenneth T

Series 65

Goodlettsville, TN

Coast Wealth Management Group, LLC

Kenneth Thomas Jr. is a financial advisor with Coast Wealth Management Group, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at multiple firms, including Success Wealth Management LLC and Charter Financial Group. In addition to his advisory role, he is involved in insurance sales through his ownership and agency work with Southern Capital Solutions LLC, M&O Marketing LLC, and Gruening Health and Wealth. Coast Wealth Management Group, LLC provides asset management and financial planning services to individual and business clients, managing approximately $19.65 million across fewer than 100 client relationships. The firm’s investment strategies are based on fundamental analysis, tailored to client goals and risk tolerance, and include both discretionary and non-discretionary account management.

General retirement planning
user avatar
firm logo

Matthew C

Series 65

Myrtle Beach, SC

Coast Wealth Management Group, LLC

Matthew Carroll is a financial advisor at Coast Wealth Management Group, LLC in Myrtle Beach, SC. He holds a Series 65 license and has one year of industry experience. Prior to joining Coast Wealth Management, he worked at American Senior Benefits dba Charter Financial Group of Carolina and Anderson Brothers Bank. Coast Wealth Management Group provides asset management and financial planning services to individual and business clients, managing approximately $19.65 million across fewer than 100 accounts. The firm’s investment approach is based on fundamental analysis tailored to clients’ goals, with options for discretionary and non-discretionary management.

General retirement planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)