# Coastal Wealth Advisors, LLC

> Coastal Wealth Advisors, LLC is an SEC-registered investment advisory firm in Johns Island, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 174574
- Filed as: COASTAL WEALTH ADVISORS, LLC
- Also doing business as: COASTAL WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Johns Island, SC
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174574
- AdvisorCensus page: https://advisorcensus.com/firm/coastal-wealth-advisors-llc-johns-island-sc-174574

## Quick answers

**How is Coastal Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coastal Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Coastal Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated August 12, 2026 states: Flat fee: $4,000 to $9,000 (financial planning and consulting services); Subscription: $3,000 a quarter (quarterly business and personal planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Coastal Wealth Advisors, LLC located?**
Coastal Wealth Advisors, LLC's principal office is in Johns Island, SC, according to its Form ADV.

**Is Coastal Wealth Advisors, LLC registered with the SEC or a state?**
Coastal Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 174574.

**How much does Coastal Wealth Advisors, LLC manage?**
Coastal Wealth Advisors, LLC reports $106,620,193 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (100% discretionary).

**What types of clients does Coastal Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (26).

**Which custodians does Coastal Wealth Advisors, LLC use?**
Coastal Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Coastal Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174574

**What changed in Coastal Wealth Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 12, 2026)

- Flat fee: $4,000 to $9,000 (financial planning and consulting services)

> Personal Financial Planning: We charge a flat fee for financial planning and consulting services that range from $4,000 to $9,000 based on complexity of client circumstances, time and analysis needed, and the overall scope of work.

- Subscription: $3,000 a quarter (quarterly business and personal planning and consulting)

> Quarterly Business Planning (business owners): a recurring quarterly fee of $3,000 shall be paid to our firm for these services. This recurring quarterly fee covers all of the quarterly business and personal planning and consulting

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $106,620,193
- Discretionary: $106,620,193
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84 | $24,456,079 |
| High net worth individuals | 26 | $69,492,891 |
| Charitable organizations | Fewer than 5 | $3,529,939 |
| Corporations or other businesses not listed above | Fewer than 5 | $9,141,284 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, PA, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [coastalwealthadvisors.com](https://coastalwealthadvisors.com)
- Facebook @COASTALWEALTHADVISORS
- Instagram @COASTALWEALTH
- LinkedIn @justinfollmer
- LinkedIn @shawnbrunner
- Pinterest @COASTALWEALTH

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in TN.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coastal Wealth Advisors, LLC (CRD 174574): Form ADV filing data as of October 2026.