Matthew Stone
Eagles Coast Wealth Management · Daniel Island, South Carolina
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.
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Specialties
Facts
| Firm | Eagles Coast Wealth Management |
|---|---|
| Based in | Daniel Island, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $50.1M across 243 accounts |
| SEC registration | Investment adviser representative in CA, NJ, NY · CRD 4221737 |
| Exams passed | Series 63 (2000) · Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | eagleswm.com |
| Profile |
How Matthew's firm compares
- Eagles Coast Wealth Management's average account is about $206,000, from its Form ADV (assets managed divided by 243 accounts).
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Questions about Matthew
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.
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
- Eagles Coast Wealth Management 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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