# Shawn Brunner

> Shawn Brunner is a fee-only financial advisor at Coastal Wealth Advisors in Johns Island, South Carolina, who holds the CFP credential. Shawn 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/shawn-brunner/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Coastal Wealth Advisors
- **Based in:** Johns Island, South Carolina
- **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:** 5442641 (https://adviserinfo.sec.gov/individual/summary/5442641)
- **SEC registration:** Investment adviser representative in FL, NJ, NY, PA, SC, TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.coastalwealthadvisors.com

## Frequently asked questions

### Is Shawn Brunner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shawn 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 Shawn charge for financial advice?

Shawn charges a one-time planning fee.

### How much does Shawn charge?

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

### Where is Shawn Brunner based?

Shawn Brunner is based in Johns Island, South Carolina.

### What does Shawn specialize in?

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

### What credentials does Shawn Brunner hold?

Shawn Brunner holds the CFP credential.

### Is Shawn Brunner registered with the SEC?

Yes. Shawn Brunner is registered as an investment adviser representative in FL, NJ, NY, PA, SC and TX (CRD 5442641), 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 Shawn Brunner?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5442641): 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.