Kevin Barto
Coordinated Financial Planning · Cincinnati, Ohio
Kevin Barto is a fee-only financial advisor at Coordinated Financial Planning in Cincinnati, Ohio, who holds the CFP credential. Kevin 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 7700770 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.coordinatedfinancialplanning.com |
How Kevin'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 Kevin
Is Kevin Barto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin charges a percentage of assets.
Where is Kevin Barto based?
Kevin Barto is based in Cincinnati, Ohio.
What credentials does Kevin Barto hold?
Kevin Barto holds the CFP credential.
Is Kevin Barto registered with the SEC?
Yes. Kevin Barto is registered as an investment adviser representative in OH (CRD 7700770), 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 Kevin Barto?
Through Kevin'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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