Advisor at Coastline Complete Wealth LLC
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Firm
Coastline Complete Wealth LLC
Location
Bluffton, SC 29910
Credentials
CFP®, Series 66
Industry experience
15 years
Brandon Cox is a CFP® with 15 years of industry experience, currently serving as an advisor at Coastline Complete Wealth LLC. His prior experience includes roles at Commonwealth Financial Network and Edward Jones. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementations. Coastline Complete Wealth LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and institutional vehicles. The firm uses model portfolios focused on exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining flexibility to rebalance or trade as needed.
Based on Coastline Complete Wealth LLC
$0+: 0.75% annually +: 1.25% annually
$250 to $500 per hour for stand-alone financial planning services
Account minimum: $250,000 Fee-only: 0.75% to 1.25% annually, negotiable based on factors including assets and service complexity
255 New Riverside Village W Way, Unit 202
Bluffton, SC 29910
Georgia · South Carolina · Texas
Coastline Complete Wealth LLC
2025 - Present (1 year)
Commonwealth Financial Network
2023 - 2025 (2 years)
Edward Jones
2010 - 2023 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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