# Adam Coleman

> Adam Coleman is a fee-only financial advisor at Nectarine in Charlotte, North Carolina, who holds the CRPC, AFC and CDLP credentials. Adam charges a subscription, a one-time planning fee and hourly fees (subscription $500 a month and subscription $1,500 a quarter) and focuses on retirement planning, tax planning and real estate investors.

Page: https://find.wellspent.co/advisors/adam-coleman/
Built from public directory listings; last checked November 2, 2026.

## Facts

- **Firm:** Nectarine
- **Based in:** Charlotte, North Carolina
- **Fee model:** Subscription; One-time planning fee; Hourly
- **Fees (Advice-Only Network profile):** subscription $500 a month; subscription $1,500 a quarter; subscription $6,000 a year; one-time plans from $2,500; $500 an hour
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Credentials:** CRPC, AFC, CDLP
- **Specialties:** Retirement planning, Tax planning, Real estate investors
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7878651 (https://adviserinfo.sec.gov/individual/summary/7878651)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 29 employees
- **Disclosures:** None reported
- **Website:** https://adamcolemanfinance.com

## About

Adam Coleman is an hourly fiduciary planner at Nectarine. He has always loved personal finance but was frustrated by an industry built around selling and serving the rich, so for 20 years he has worked to make financial education accessible to people who need it.

Adam's clients are mostly millennials, Gen X and FIRE enthusiasts working through the messy middle of life: buying a home, starting a family, getting out of debt, starting out as DIY investors or planning an early retirement. He aims to keep planning simple, transparent and practical, without hidden agendas or sales pressure.

## Frequently asked questions

### Is Adam Coleman a fee-only financial advisor?

Yes. Adam Coleman is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Adam's firm.

### How does Adam charge for financial advice?

Adam charges a subscription, a one-time planning fee and hourly fees.

### Does Adam work with clients virtually?

Yes. Adam's Advice-Only Network profile says they meet with clients virtually.

### Where is Adam Coleman based?

Adam Coleman is based in Charlotte, North Carolina.

### What does Adam specialize in?

Adam's specialties include retirement planning, tax planning and real estate investors. Adam works with pre-retirees and retirees.

### What credentials does Adam Coleman hold?

Adam Coleman holds the CRPC, AFC and CDLP credentials.

### Is Adam Coleman registered with the SEC?

Yes. Adam Coleman is registered as an investment adviser representative in NC and TX (CRD 7878651), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.

### How do I contact Adam Coleman?

Through Adam's website, adamcolemanfinance.com.

## Sources

- Advice-Only Network listing (https://adviceonlynetwork.com/advisors/adamcoleman): advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of November 2, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.