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Coastline Complete Wealth LLC

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Client assets under management

$213,631,245

Clients

186

35% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

93

High

Average account size

$1,148,555

About

Coastline Complete Wealth LLC provides discretionary investment management and comprehensive financial planning to individuals, high net worth individuals, trusts, estates, and businesses. The firm reports $213,631,245 in assets under management across roughly 186 client relationships and generally implements its services with a stated minimum relationship size.

CCW primarily implements model-based portfolios that use exchange-traded funds and low‑cost diversified mutual funds, applying fundamental analysis with a long‑term orientation while allowing for shorter-term trades for rebalancing or cash needs. The firm also may recommend or oversee unaffiliated independent managers for portions of client portfolios and conducts ongoing monitoring while executing custody and brokerage services through an institutional platform.

Compared with peers, the firm is notable for managing over $200 million of client assets with a small advisory team shortly after its 2023 founding, and its disclosure documents state it does not participate in wrap fee programs after a recent amendment to remove such a program. While CCW charges percentage‑of‑AUM advisory fees and emphasizes fiduciary obligations, the brochure also discloses that advisory personnel are licensed to sell insurance (a source of separate commission compensation) and describes procedures to mitigate the related conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

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Fee options

Percentage

$0+: 0.75% annually +: 1.25% annually

Project-based

$250 to $500 per hour for stand-alone financial planning services

Other

Account minimum: $250,000 Fee-only: 0.75% to 1.25% annually, negotiable based on factors including assets and service complexity

Main office location

Coastline Complete Wealth LLC

255 New Riverside Village W Way, Unit 202

Bluffton SC 29910, United States

Number of offices

3

Most active in

More info

Florida · Georgia · Louisiana · North Carolina · South Carolina · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 843-379-1300

Advisors at this firm

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Jordan B

Series 66

Bluffton, SC

Coastline Complete Wealth LLC

Jordan Bryant is a financial advisor at Coastline Complete Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network, Wells Fargo Advisors, and Bank of America. Prior to his financial career, Bryant was involved in a family appliance service and parts business for nine years. Coastline Complete Wealth LLC is an SEC-registered investment adviser that offers discretionary investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and pooled or institutional vehicles. The firm focuses on model portfolios using exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining discretion to rebalance as needed.

Wealth management
user avatar

Brandon C

CFP®, Series 66

Bluffton, SC

Coastline Complete Wealth LLC

Brandon Cox is a CFP® with 15 years of industry experience, currently serving as an advisor at Coastline Complete Wealth LLC. His prior experience includes roles at Commonwealth Financial Network and Edward Jones. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementations. Coastline Complete Wealth LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and institutional vehicles. The firm uses model portfolios focused on exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining flexibility to rebalance or trade as needed.

Wealth management
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