Coastline Complete Wealth LLC fees and pricing

Financial planner in Bluffton, South Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 3, 2026, Coastline Complete Wealth LLC charges $250⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$500/hr; “The Advisor also offers standalone financial planning services at an hourly rate ranging from $250 to $500 per hour.”

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

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid in advance of each month pursuant to the terms of the wealth management agreement.”
“The wealth management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its hourly rate of $250-$500 is above the South Carolina median of $250. 83% of the 69 other South Carolina planners that publish an hourly rate charge less.
5 of the 5 other planners in Bluffton that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 186
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $213,631,245
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 338227
Website: coastlinecw.com (opens in new tab)
Phone: (843) 379-1300

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.