# Matthew Stone

> Matthew Stone is a fee-only financial advisor at Eagles Coast Wealth Management in Daniel Island, South Carolina. Matthew focuses on tax planning and real estate investors. Eagles Coast Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Eagles Coast Wealth Management
- **Based in:** Daniel Island, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $50.1M across 243 accounts
- **Specialties:** Tax planning, Real estate investors
- **CRD:** 4221737 (https://adviserinfo.sec.gov/individual/summary/4221737)
- **SEC registration:** Investment adviser representative in CA, NJ, NY
- **Exams passed:** Series 63 (2000), Series 65 (2017)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://eagleswm.com

## Frequently asked questions

### Is Matthew Stone a fee-only financial advisor?

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

### How does Matthew charge for financial advice?

Matthew's firm, Eagles Coast Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Matthew Stone based?

Matthew Stone is based in Daniel Island, South Carolina.

### What does Matthew specialize in?

Matthew's specialties include tax planning and real estate investors.

### Is Matthew Stone registered with the SEC?

Yes. Matthew Stone is registered as an investment adviser representative in CA, NJ and NY (CRD 4221737), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Eagles Coast Wealth Management manage?

Eagles Coast Wealth Management reports $50.1M across 243 accounts in assets under management.

### How do I contact Matthew Stone?

Through Matthew's website, eagleswm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4221737): 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://www.eagleswm.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.