Coast Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Coast Wealth Management Group, LLC provides ongoing asset management and financial planning and consulting to individual and business clients, including full financial plans and shorter consultation services. The firm manages approximately $19.65 million across fewer than 100 client relationships and administers both discretionary and non‑discretionary accounts.
Investment strategies are built on fundamental analysis and are tailored to each client’s goals, time horizon, and risk tolerance; the firm may engage sub‑advisors to implement agreed models. Clients may elect non‑discretionary arrangements—about $7.17 million of client assets are managed non‑discretionarily—and accounts are reviewed at least quarterly for allocation, rebalancing, and tax‑loss harvesting opportunities.
Noteworthy disclosures in the brochure include an insurance affiliation: the firm’s principal is a licensed insurance agent with Charter Financial Group of Carolina who devotes roughly 25% of his time to that activity and receives commissions for insurance sales. The brochure also discloses a historical 2010 consent order involving a supervised person with the Rhode Island Department of Business Regulation related to suitability and marketing of replacement life insurance and fixed annuities, and the firm does not vote client proxies (clients receive proxies directly).
Client services
Expertise
Fee options
Full financial plans: flat fee between $500 and $8,000; Ongoing financial planning: fixed annual fee ranging from $1,200 to $24,000
$0 - $500,000: 1.5% $500,000.01 - $1,000,000: 1.25% Over $1,000,000.01+: 1.0%
Insurance product commissions received by representative as a licensed insurance agent
$150 per hour for consultation services
Main office
See office1000 21st Ave N., Suite 12
Myrtle Beach SC 29577
Advisors at this office
2
Offices (2)
Most active in
North Carolina · South Carolina · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Flavio M
Verified by Warmer
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.
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.
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.
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