Coast Wealth Management Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“CONSULTATION SERVICES FEES Consultation Services are offered based on an hourly fee of $150 per hour.”

Flat or project fee

$500⁠-⁠$8,000

“FULL FINANCIAL PLAN FEES Full Financial Plans are offered based on a flat fee between $500 and $8,000.”

Annual fee

$1,200⁠-⁠$24,000/yr

“ONGOING FINANCIAL PLANNING FEES Ongoing Financial Planning services are offered for a fixed annual fee ranging from $1,200 to $24,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Coast Wealth Management Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Should the client terminate the advisory agreement with CWMG before the finalized financial plan is delivered, they will be entitled to a pro-rata refund of the initial fee paid, based on how many hours of work CWMG has done on the plan at a rate of $150/hour.”

How Coast Wealth Management Group, LLC’s fees compare

• Its hourly rate of $150 is below the South Carolina median of $250. 7% of the 69 other South Carolina planners that publish an hourly rate charge less.
• None of the 4 other planners in Myrtle Beach that publish an hourly rate charge less.
• Its flat or project fee of $500-$8,000 spans the South Carolina median of $3,000. 57% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Myrtle Beach that publish a flat or project fee charge less.
• Its annual fee of $1,200-$24,000 spans the South Carolina median of $5,000. 73% of the 22 other South Carolina planners that publish an annual fee charge less.
• 2 of the 2 other planners in Myrtle Beach that publish an annual fee charge less.

About Coast Wealth Management Group, LLC

• Principal: Flavio N. Medeiros
• Firm size: 3 employees.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

88

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$19,656,906

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

335056

Website

coastwealthgroup.com (opens in new tab)

Phone

(843) 855-4910

Can advise clients in 3 states: North Carolina, South Carolina, Tennessee

Other planners in Myrtle Beach that publish fees

• Carolina Wealth AdvisorsMyrtle Beach$500⁠-⁠$1,000/hr, $500⁠-⁠$1,000
• Marshall FinancialMyrtle Beach$150/hr, $1,500
• Mecklenburg Financial GroupMyrtle Beach$250/hr
• Oak Street AdvisorsMyrtle Beach$350/hr, $5,000/yr
• Premier Financial Solutions, LLCMyrtle Beach$1,495
• Resettle WealthMyrtle Beach$10,000, $10,000/yr

Compare all 9 planners in Myrtle Beach