SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Coordinated Financial Planning Corp
Cincinnati, OH
CRD 105143
Firm filing updated June 3, 2026 ·
- $343.2MAssets
- 4Advisory staff
- 1,179Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals254
- High net worth individuals113
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 254 | $110.3 million |
| High net worth individuals | 113 | $229.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $3.0 million |
| Charitable organizations | Fewer than 5 clients | $152,569 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$343.2 million
- Accounts1,179
- Discretionary$337.1 million · 1,131 accounts
- Non-discretionary$6.1 million · 48 accounts
People
- Employees6
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 105143, SEC file 801-19769.
- Registered with the SEC as an investment advisor (status date on record: September 19, 1983).
Is Coordinated Financial Planning Corp a fiduciary?
Short answer: Coordinated Financial Planning Corp is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.