Paul Martin
Eagles Coast Wealth Management · Daniel Island, South Carolina
Paul Martin is a fee-only financial advisor at Eagles Coast Wealth Management in Daniel Island, South Carolina. Paul 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, FL, NC, NJ, NY, SC, TN, TX · CRD 5078914 |
| Exams passed | Series 63 (2017) · Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | eagleswm.com |
| Profile |
How Paul'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 Paul
Is Paul Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul 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 Paul charge for financial advice?
Paul's firm, Eagles Coast Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Paul Martin based?
Paul Martin is based in Daniel Island, South Carolina.
What does Paul specialize in?
Paul's specialties include tax planning and real estate investors.
Is Paul Martin registered with the SEC?
Yes. Paul Martin is registered as an investment adviser representative in CA, FL, NC, NJ, NY, SC, TN and TX (CRD 5078914), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Paul Martin?
Through Paul'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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