Firm
Coastal Wealth Advisors
Johns Island, South Carolina
Fee-only
Facts
| Based in | Johns Island, South Carolina |
|---|---|
| Website | coastalwealthadvisors.com |
| Phone | (843) 870-9568 |
Coastal Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,000 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Our financial planning fee ranges from $4,000 - $9,000 based on the complexity of your situation." source
"Our financial planning fee ranges from $4,000 - $9,000 based on the complexity of your situation." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $107 million |
| Individual clients | 84 |
| Financial planning | Offered |
| Form ADV filed | August 12, 2026 |
| SEC record | CRD 174574 |