Joseph Perin
Coordinated Financial Planning · Cincinnati, Ohio
Joseph Perin is a fee-only financial advisor at Coordinated Financial Planning in Cincinnati, Ohio, who holds the CFP credential. Joseph charges a percentage of assets.
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Facts
| Firm | Coordinated Financial Planning |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $343.2M across 1,179 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 7352247 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.coordinatedfinancialplanning.com |
How Joseph's firm compares
- Coordinated Financial Planning's average account is about $291,000, from its Form ADV (assets managed divided by 1,179 accounts).
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Questions about Joseph
Is Joseph Perin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Coordinated Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a percentage of assets.
Where is Joseph Perin based?
Joseph Perin is based in Cincinnati, Ohio.
What credentials does Joseph Perin hold?
Joseph Perin holds the CFP credential.
Is Joseph Perin registered with the SEC?
Yes. Joseph Perin is registered as an investment adviser representative in OH (CRD 7352247), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Coordinated Financial Planning manage?
Coordinated Financial Planning reports $343.2M across 1,179 accounts in assets under management.
How do I contact Joseph Perin?
Through Joseph's website, www.coordinatedfinancialplanning.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
- Coordinated Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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