Coastline Complete Wealth LLC
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About
Coastline Complete Wealth LLC provides discretionary wealth management and financial planning to individuals, trusts, estates, and businesses, generally serving clients with more substantial investable assets given a stated minimum relationship size of $250,000. Services include model-portfolio portfolio management (primarily ETF-based), standalone financial planning engagements, and occasional use of unaffiliated independent managers for portions of client portfolios.
The firm’s investment approach is long-term and fundamentally driven, using model portfolios implemented with ETFs and other low-cost instruments while retaining or recommending legacy positions for tax or fit reasons when appropriate. CCW conducts continuous monitoring and periodic formal reviews, acts as a fiduciary for retirement accounts, and allows clients to impose reasonable investment restrictions subject to acceptance by the advisor.
Noteworthy features for a small, owner-operated RIA with two advisors managing roughly $213 million for about 186 clients include a recent removal of its wrap-fee program and an institutional custody relationship that supplies research and platform support. Those elements, together with the relatively high minimum relationship size and the firm’s reliance on model ETF portfolios and independent managers, differentiate its service model from many similarly sized peers.
Client services
Expertise
Fee options
0.75% to 1.25% annually (variable by account complexity and assets)
$250 to $500 per hour for stand-alone financial planning services
Account minimum: $250,000 Fee-only: Financial planning services at $250 to $500 per hour
Main office
255 New Riverside Village W Way, Unit 202
Bluffton SC 29910
Advisors at this office
2
Most active in
Florida · Georgia · Louisiana · North Carolina · South Carolina · Texas
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
Jordan B
Series 66
Bluffton, SC
Coastline Complete Wealth LLC
Jordan Bryant is a financial advisor with Coastline Complete Wealth LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Commonwealth Financial Network, Wells Fargo Advisors, and Bank of America. Prior to his financial career, he worked for nearly a decade at Bryant Appliance Service & Parts. Coastline Complete Wealth LLC provides discretionary wealth management and financial planning primarily to clients with investable assets above $250,000. The firm employs a long-term, fundamentally driven approach using ETF-based model portfolios, occasional independent managers, and offers continuous portfolio monitoring and fiduciary services for retirement accounts.
Brandon C
CFP®, Series 66
Bluffton, SC
Coastline Complete Wealth LLC
Brandon Cox is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Edward Jones for 13 years, followed by Commonwealth Financial Network for 2 years before joining Coastline Complete Wealth LLC in 2025. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and recommendations. Coastline Complete Wealth LLC provides discretionary wealth management and financial planning to individuals, trusts, estates, and businesses, primarily serving clients with investable assets above $250,000. The firm uses a long-term, fundamentally driven investment approach focused on ETF-based model portfolios, standalone financial planning, and occasional independent managers, with an emphasis on continuous monitoring and fiduciary oversight.
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