Justin Follmer
Coastal Wealth Advisors · Nashville, Tennessee
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.
Request an introduction to Justin →
Specialties
Who they serve
- High earners
- Founders
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 |
| Assets under management | $106.6M across 274 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NJ, NY, PA, SC, TN, TX · CRD 5195300 |
| Exams passed | Series 65 (2021) · Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.coastalwealthadvisors.com |
| Profile |
Request an introduction to Justin
Tell Justin a little about what you're looking for. Justin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Justin
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.
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
- Coastal Wealth Advisors 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.
See something wrong? Request a correction. Read our methodology.