Coordinated Financial Planning Corp is a large advisory firm based in Cincinnati. It manages $222.8 million of regulatory assets for 391 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Ohio.
Coordinated Financial Planning Corp provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Coordinated Financial Planning Corp is $222.8 million. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Coordinated Financial Planning Corp for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Coordinated Financial Planning Corp is individuals with 334 clients and $122.67 million of assets under management. Among the 10 most similar advisory firms, Coordinated Financial Planning Corp has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $222.8 million for 391 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Coordinated Financial Planning Corp doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Justin Michael Kremer joined the executive team most recently as the Attorney & Director Of Legal Research, Tax & Estate Planning; Financial Planner.
The principal office where Coordinated Financial Planning Corp performs its advisory services is located at 4555 Lake Forest Drive #560, Cincinnati, OH 45242, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-769-3131 or by fax 513-769-5041. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at coordinatedfinancialplanning.com.