# Justin Follmer

> Justin Follmer is a fee-only financial advisor at Coastal Wealth Advisors in Nashville, Tennessee, who holds the CFP credential. Justin charges a one-time planning fee (one-time plans from $4,000) and focuses on tax planning, estate & legacy planning and small business owners.

Page: https://find.wellspent.co/advisors/justin-follmer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Coastal Wealth Advisors
- **Based in:** Nashville, Tennessee
- **Fee model:** One-time planning fee
- **Fees (firm's website):** one-time plans from $4,000
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $106.6M across 274 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners, Family wealth transfer
- **Works with:** High earners, Founders
- **CRD:** 5195300 (https://adviserinfo.sec.gov/individual/summary/5195300)
- **SEC registration:** Investment adviser representative in FL, NJ, NY, PA, SC, TN, TX
- **Exams passed:** Series 65 (2021), Series 66 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.coastalwealthadvisors.com

## Frequently asked questions

### Is Justin Follmer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Coastal Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Justin charge for financial advice?

Justin charges a one-time planning fee.

### How much does Justin charge?

According to Coastal Wealth Advisors's website, checked October 30, 2026: one-time plans from $4,000.

### Where is Justin Follmer based?

Justin Follmer is based in Nashville, Tennessee.

### What does Justin specialize in?

Justin's specialties include tax planning, estate & legacy planning, small business owners and family wealth transfer. Justin works with high earners and founders.

### What credentials does Justin Follmer hold?

Justin Follmer holds the CFP credential.

### Is Justin Follmer registered with the SEC?

Yes. Justin Follmer is registered as an investment adviser representative in FL, NJ, NY, PA, SC, TN and TX (CRD 5195300), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Coastal Wealth Advisors manage?

Coastal Wealth Advisors reports $106.6M across 274 accounts in assets under management.

### How do I contact Justin Follmer?

Through Justin's website, www.coastalwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5195300): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://coastalwealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.