Coastline Complete Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$213,631,245
Total clients
186
35% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
93
Average account size
$1,148,555
About
Coastline Complete Wealth LLC provides discretionary investment management and comprehensive financial planning to individuals, high net worth individuals, trusts, estates, and businesses. The firm reports $213,631,245 in assets under management across roughly 186 client relationships and generally implements its services with a stated minimum relationship size.
CCW primarily implements model-based portfolios that use exchange-traded funds and low‑cost diversified mutual funds, applying fundamental analysis with a long‑term orientation while allowing for shorter-term trades for rebalancing or cash needs. The firm also may recommend or oversee unaffiliated independent managers for portions of client portfolios and conducts ongoing monitoring while executing custody and brokerage services through an institutional platform.
Compared with peers, the firm is notable for managing over $200 million of client assets with a small advisory team shortly after its 2023 founding, and its disclosure documents state it does not participate in wrap fee programs after a recent amendment to remove such a program. While CCW charges percentage‑of‑AUM advisory fees and emphasizes fiduciary obligations, the brochure also discloses that advisory personnel are licensed to sell insurance (a source of separate commission compensation) and describes procedures to mitigate the related conflicts of interest.
Client services
Expertise
Fee options
$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
Main office location
Coastline Complete Wealth LLC
255 New Riverside Village W Way, Unit 202
Bluffton SC 29910, United States
Number of offices
3
Most active in
Florida · Georgia · Louisiana · North Carolina · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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