# Betsy Mays

> Betsy Mays is a fee-only financial advisor at Coffman Wealth Advisors in Poplar Bluff, Missouri, who holds the CFP credential. Betsy focuses on tax planning and retirement planning. Coffman Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/betsy-mays/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Coffman Wealth Advisors
- **Based in:** Poplar Bluff, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $477K across 10 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning
- **CRD:** 8181726 (https://adviserinfo.sec.gov/individual/summary/8181726)
- **SEC registration:** Investment adviser representative in MO
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://coffman.finance

## Frequently asked questions

### Is Betsy Mays a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Betsy holds no broker registration, and Coffman Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Betsy charge for financial advice?

Betsy's firm, Coffman Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Betsy Mays based?

Betsy Mays is based in Poplar Bluff, Missouri.

### What does Betsy specialize in?

Betsy's specialties include tax planning and retirement planning.

### What credentials does Betsy Mays hold?

Betsy Mays holds the CFP credential.

### Is Betsy Mays registered with the SEC?

Yes. Betsy Mays is registered as an investment adviser representative in MO (CRD 8181726), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Coffman Wealth Advisors manage?

Coffman Wealth Advisors reports $477K across 10 accounts in assets under management.

### How do I contact Betsy Mays?

Through Betsy's website, coffman.finance.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8181726): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://coffman.finance/): specialties, clients served, and fees, checked October 30, 2026

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