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 provides investment management and financial planning services to individual and small business clients, with a client base that does not emphasize high-net-worth households. The firm offers ongoing portfolio management as well as full and consultation-based financial planning, and typically charges percentage-of-assets-under-management fees.
The firm manages accounts on both discretionary and non-discretionary bases but reports a slight majority of assets under non-discretionary authority, meaning client approval is obtained before executing trades in those accounts; it may also engage sub‑advisors to implement agreed investment models. Its investment process emphasizes fundamental analysis and a mix of long‑ and short‑term strategies, with quarterly reviews for rebalancing and tax‑loss harvesting opportunities.
Distinctive features include an owner‑operated structure with the principal serving as the firm’s sole supervisor and maintaining an insurance practice (about 25% of time) that generates commissions, a recognized conflict disclosed in the brochure. The firm’s disclosures also note a historical 2010 Consent Order related to replacement life insurance and fixed annuity sales, and together with the predominance of non‑discretionary mandates and a client base that is not HNW, these elements distinguish it from many peers.
Client services
Expertise
Fee options
$500 to $2,000 for full financial plans; $1,200 to $24,000 annually for ongoing financial planning
$0 - $500,000: 1.5% $500,000.01 - $1,000,000: 1.25% $1,000,000.01+: 1.0%
$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 at Coast Wealth Management Group, LLC with three years of industry experience. He holds a Series 65 designation and has previous experience at Success Wealth Management LLC, Gradient Advisors LLC, and Charter Financial Group. In addition to his advisory work, he is involved in insurance sales through M&O Marketing LLC and Gruening Health and Wealth. Coast Wealth Management Group provides investment management and financial planning services primarily to individual and small business clients. The firm employs a blend of fundamental analysis and both long- and short-term strategies, managing accounts on both discretionary and non-discretionary bases.
Matthew C
Series 65
Myrtle Beach, SC
Coast Wealth Management Group, LLC
Matthew Carroll is a financial advisor with Coast Wealth Management Group, LLC in Myrtle Beach, SC. He holds a Series 65 designation and has one year of industry experience, including prior roles at American Senior Benefits dba Charter Financial Group of Carolina and Anderson Brothers Bank. Outside of his advisory work, he is involved with Riverwalk Rental Co. Coast Wealth Management Group provides investment management and financial planning services primarily to individual and small business clients, focusing on portfolios under non-discretionary authority and emphasizing fundamental analysis with both long- and short-term strategies.
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