Gary Coon
Finer Wealth Management · Salem, Massachusetts
Gary Coon is a fee-only financial advisor at Finer Wealth Management in Salem, Massachusetts. Finer Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Finer Wealth Management |
|---|---|
| Based in | Salem, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $305.8M across 777 accounts |
| SEC registration | Investment adviser representative in FL, MA, TX · CRD 6018133 |
| Exams passed | Series 65 (2012) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.finertaxes.com |
| Profile |
How Gary's firm compares
- Finer Wealth Management's average account is about $394,000, from its Form ADV (assets managed divided by 777 accounts).
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Questions about Gary
Is Gary Coon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Finer Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Finer Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gary Coon based?
Gary Coon is based in Salem, Massachusetts.
Is Gary Coon registered with the SEC?
Yes. Gary Coon is registered as an investment adviser representative in FL, MA and TX (CRD 6018133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Finer Wealth Management manage?
Finer Wealth Management reports $305.8M across 777 accounts in assets under management.
How do I contact Gary Coon?
Through Gary's website, www.finertaxes.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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