Brandon M. Cox, CFP®, CFF®
Tax-Focused Financial Planning for Retirees & Pre-Retirees | Fee-Only
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Serving Clients Nationwide
Tax-Focused Financial Planning for Retirees & Pre-Retirees | Fee-Only
Areas of Focus
- Estate Planning
- Financial Planning
- Investment Management
- Legacy Planning
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
- Tax-Efficient Planning
About Brandon M. Cox, CFP®, CFF®
Hi, I'm Brandon Cox, Founder and Financial Advisor at Coastline Complete Wealth.I founded Coastline Complete Wealth with a clear purpose: to serve clients better, embrace my role as a fiduciary, and remove conflicts of interest. Since beginning my career in 2010, much of it at a large national firm, I repeatedly asked myself one question—how can this be done better? CCW is the answer to that pursuit.
In 2023, I was recognized by Forbes as a Best-in-State Wealth Advisor* in South Carolina. I am a CERTIFIED FINANCIAL PLANNER® professional and a Certified Financial Fiduciary®.
I traded Indiana for the Lowcountry and haven’t looked back. My wife, Amanda, and I are raising two young daughters, Hannah and Caroline, who keep life fun—and busy! When I’m not cheering them on at a volleyball game, you’ll usually find me on the boat with my family or out with a rod in hand, soaking up the coastal life.
2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. Click here for more award information.
Professional Designations
- Certified Financial Fiduciary (CFF)
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
255 New Riverside Village Way, Unit 202, Bluffton, SC 29910
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a 15-minute phone call. It’s a chance for you to share what you want to achieve—and for us to confirm we’re the right partner to help you get there. I look forward to speaking with you.Offers Investment Management
Yes
About Coastline Complete Wealth
As an independent, fee-only fiduciary financial planner based in Bluffton, SC, we proudly serve clients throughout Hilton Head, Savannah, the Lowcountry, and across the nation—providing the same trusted, transparent advice wherever life takes you.Focused on retirees and pre-retirees, we integrate wealth management and tax strategy to help you keep more of what you've earned, without the complex jargon. Everything begins with listening. We take the time to understand your goals, your concerns, and the life you want to enjoy.
Working with an independent CFP® professional and Registered Investment Advisor (RIA) means our loyalty belongs entirely to you. Because we operate under a strict fiduciary standard, we have no sales incentives, no proprietary products, and no corporate conflicts of interest. We never sell products or receive commissions. Our transparent fee structure ensures our advice is 100% aligned with your best interests, and our only incentive is your success.
Too often, conventional advisors only focus on investments, ignore proactive tax strategies, or fail to call until you reach out first. We do things differently. Every plan we design places income planning and tax strategy at the center, giving you confidence that each decision supports your vision. Our comprehensive services include customized investment management, personalized Social Security timing, forward-looking tax planning, and estate planning collaboration.
We are here to turn your nest egg into a predictable, tax-efficient income stream so you can enjoy retirement without worrying about running out of money.
Coastline Complete Wealth LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission.
Hobbies and Interests
- Boating
- Family
- Fishing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
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