Our Team
About Coastline Complete Wealth
Coastline Complete Wealth was founded by Brandon M. Cox in June 2023 to provide comprehensive, client-focused financial planning for retirees and families throughout the Lowcountry.
The firm began as an independent advisory practice affiliated with Commonwealth Financial Network. Following Commonwealth's acquisition in 2025, Coastline transitioned to an independent, SEC-registered investment adviser in December 2025—giving the firm greater flexibility to deliver fee-only fiduciary advice without commissions, proprietary products, or sales incentives.
Brandon has advised clients since 2010. Today, the Coastline team brings together that experience with retirement income planning, proactive tax strategy, investment management, Social Security guidance, and estate planning coordination.
Based in Bluffton, Coastline serves clients throughout Hilton Head Island, Beaufort, Okatie, Hardeeville, Savannah, and the surrounding Lowcountry.
Jordan Bryant
Financial Advisor
Brenda Vellia
Client Relationship Manager
Frequently Asked Questions
When was Coastline Complete Wealth founded?
Coastline Complete Wealth was founded in June 2023 as an independent advisory practice affiliated with Commonwealth Financial Network. The firm transitioned to a fully independent, SEC-registered investment adviser in December 2025.
How long has Brandon Cox been a financial advisor?
Brandon began advising clients in 2010. He founded Coastline Complete Wealth in 2023 to provide a more comprehensive, fiduciary approach to financial planning.