Coastal Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$9,000

“We charge a flat fee for financial planning and consulting services that range from $4,000 to $9,000 based on complexity of client circumstances, time and analysis needed, and the overall scope of work.”

Quarterly fee

$3,000/qtr

“Business Planning Services and Consulting Quarterly Business Planning (business owners): a recurring quarterly fee of $3,000 shall be paid to our firm for these services.”

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

How Coastal Wealth Advisors, LLC bills

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

• “Fees are negotiable based on client needs and circumstances.”
• “Payment of Fees Investment Advisory & Managed Account fees are billed monthly in advance, meaning that we invoice your account before the monthly billing period has begun.”
• “The billed amount is calculated by CWA and is based on the market value of your accounts on the last trading day of the previous month.”

How Coastal Wealth Advisors, LLC’s fees compare

• Its flat or project fee of $4,000-$9,000 is above the South Carolina median of $3,000. 78% of the 65 other South Carolina planners that publish a flat or project fee charge less.

About Coastal Wealth Advisors, LLC

• Firm size: 2 employees.
• Founded: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

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

110

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$106,620,193

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174574

Website

pinterest.com/coastalwealth (opens in new tab)

Phone

(843) 870-9568

Can advise clients in 7 states: Florida, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas

Other planners in Johns Island that publish fees

• Baker Wealth Advisors, LLC.Johns Island$150/hr
• Stono River Wealth Management LLCJohns Island$500⁠-⁠$2,500
• 133 LegacyCampobello$10,000
• A To Z Asset Advisors, LLCAiken$250/hr, $250
• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000
• Active Lifestyle Financial PlanningCharleston$1,000, $4,800⁠-⁠$30,000/yr

Compare all 5 planners in Johns Island