Coastal Wealth Advisors, LLC
Coastal Wealth Advisors, LLC (CRD# 174574) is a financial advisory firm headquartered in Johns Island, SC. They manage $9,130,465 in 83 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts83ACCOUNTS
Average Account Value$110,006
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ, PA, SC
Coastal Wealth Advisors, LLC is a South Carolina Registered Investment Advisor with an office in beautiful Johns Island – just a few minutes outside of historic downtown Charleston. But just because we’re located here, doesn’t mean you have to be. We work with clients in a dozen different states through a combination of face-to-face and web-based consultations. We’ll even happily come to you. Or better yet, come to us and then hit the beach. It’ll be a vacation for you and your finances.
Before I go too further, let me introduce myself. Hi there! I’m Justin Follmer, founder of Coastal Wealth Advisors. I work with unique people like you by helping them pursue answers to some of life’s most difficult financial questions. We talk about the three things people typically don’t like talking about – money, debt, and death – and we do it in a relaxed environment free from judgment.
During college, I enlisted in the United States Marine Corps. We Marines abide by a certain code of ethics and it defines who we are for the rest of our lives. I use the core values of honor, courage, and commitment in how I approach each of my client relationships. My passion for guiding clients through tough financial situations began as a child. Early on, I watched family and friends struggle with money in the small Pennsylvania town I grew up in. I also saw other people not experiencing these same struggles. And that’s when I knew there must be a better way. So, I decided to study all-things-money.
I earned my Bachelor of Arts degree in Business Finance and Managerial Economics from Lycoming College as well as my Master of Business Administration degree from The Citadel Graduate College. I maintain a FINRA Series 66 registration as well as life and health insurance licenses in several states. I’m also enrolled at The American College for further certifications in financial planning and consulting.
I’ve found that the reason most people make uninformed financial decisions is a two-part problem. First, with most money dilemmas, there’s the financially correct thing to do and then the thing to do that helps us sleep at night; and these two commonly conflict with each other. And second, we simply don’t know what we don’t know until we know it.
And that’s where Coastal Wealth Advisors comes in. We’re not just planners and managers of portfolios – sure, that’s the cornerstone of our business – but our true value comes into play during those moments when you have a unique question or issue that doesn’t have a clear answer. We exist for the sole purpose of helping our clients answer these tough questions while helping them making better financial decisions.
Here’s just a few fun facts about me…
I’ve read Timothy Ferriss’ The 4-Hour Work Week 7 times.
I believe, if it can be done, it can be done in MS Excel better.
I’ll drink a gluten-free beer with a gluten-full meal.
I have a tattoo of a donut on my arm. And a few others…
I’ve been known to say “yins” – or northern for “ya’ll.”
I love Legos – but sadly don’t own any.
I can rebuild a car engine with ease.
I love pizza, but only JI Pizza.
If I could own another business, it would be a donut shop.
I think entrepreneurs start the greatest conversations.