Coastal Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Coastal Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, qualified retirement plans and other organizations. Services listed in the brochure include comprehensive financial planning, portfolio management, and retirement-plan consulting, and the firm delivers ERISA 3(21) advisory services through a white‑labeled pooled employer plan operated in partnership with NestEggs.
The firm follows a strategic asset-allocation, core-and-satellite approach that combines passive ETFs, actively managed mutual funds, individual equities and fixed income to build globally diversified portfolios, and investment decisions rely on a mix of technical, fundamental and cyclical analysis. Portfolios are tailored to client objectives and constraints, managed on a discretionary basis, and household accounts are aggregated when applying firm-level fee breakpoints with monthly billing procedures.
What is atypical for a firm of this size is the explicit integration of business-owner services — including a recurring quarterly business-planning engagement and offerings such as cost segregation, business valuation and succession planning — alongside individual financial planning. The brochure also discloses that firm principals are licensed to sell insurance and may receive commissions for insurance sales (a potential conflict of interest), and it notes certain operational limits in the pooled plan product (for example, it is not offered to New York residents).
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fees from $4,000 to $9,000 based on complexity; Quarterly Business Planning fee of $3,000 per quarter
$0 - $249,999.99: 1.50% annually $250,000 - $749,999.99: 1.35% annually $750,000 - $1,499,999.99: 1.15% annually $1,500,000 - $2,999,999.99: 1.00% annually $3,000,000 - $4,999,999.99: 0.85% annually $5,000,000 - $9,999,999.99: 0.75% annually $10,000,000+: 0.50% annually
Account minimum: $500,000 for prospective new clients; $100,000 for existing clients (household investable assets aggregated) Fee-only: Investment Advisory & Managed Account fees are based on the monthly market value of assets with the rates above and billed monthly in advance.
Main office
See office3464 Maybank Highway, Unit E
Johns Island SC 29455
Advisors at this office
1
Offices (2)
Most active in
Florida · New Jersey · New York · Pennsylvania · South Carolina · Tennessee · Texas
Also doing business as
Coastal Wealth Advisors · Coastal Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Shawn B
CFP®
Johns Island, SC
Coastal Wealth Advisors, LLC
Shawn Brunner is a CFP® professional with seven years of industry experience. He has worked at Coastal Wealth Advisors, LLC since 2021 and previously spent six years at Precision Financial Services. Coastal Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, qualified retirement plans, and other organizations. The firm employs a strategic asset-allocation, core-and-satellite approach that integrates both passive and active investment strategies, and it offers specialized business-owner services alongside individual financial planning.
Justin F
CFP®, Series 65, Series 66
Nashville, TN
Coastal Wealth Advisors, LLC
Justin Follmer is a Certified Financial Planner® at Coastal Wealth Advisors, LLC in Nashville, TN, with 17 years of industry experience. He has previously worked at Lowcountry Investment Advisors, Precision Financial Services, LPL Financial, Maryland Financial Group, and Equitable Advisors. Outside of financial advising, he is a co-owner of BellaBrucke, LLC, a real estate holding company. Coastal Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, business owners, and qualified retirement plans. The firm employs a strategic asset-allocation approach with a mix of passive and active investments and integrates business-owner services such as business planning, cost segregation, valuation, and succession planning alongside individual financial planning.
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