Brandon Cox
Coastline Complete Wealth · Bluffton, South Carolina
Brandon Cox is a fee-only financial advisor at Coastline Complete Wealth in Bluffton, South Carolina, who holds the CFP credential. Brandon focuses on retirement planning, tax planning and estate & legacy planning. Coastline Complete Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Coastline Complete Wealth |
|---|---|
| Based in | Bluffton, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $213.6M across 507 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, SC, TX · CRD 5829183 |
| Exams passed | Series 66 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.coastlinecw.com |
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Questions about Brandon
Is Brandon Cox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Coastline Complete Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Coastline Complete Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Brandon charge?
According to Coastline Complete Wealth's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Brandon Cox based?
Brandon Cox is based in Bluffton, South Carolina.
What does Brandon specialize in?
Brandon's specialties include retirement planning, tax planning and estate & legacy planning. Brandon works with retirees and pre-retirees.
What credentials does Brandon Cox hold?
Brandon Cox holds the CFP credential.
Is Brandon Cox registered with the SEC?
Yes. Brandon Cox is registered as an investment adviser representative in GA, SC and TX (CRD 5829183), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Coastline Complete Wealth manage?
Coastline Complete Wealth reports $213.6M across 507 accounts in assets under management.
How do I contact Brandon Cox?
Through Brandon's website, www.coastlinecw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Coastline Complete Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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