# Matthew Beamer

> Matthew Beamer is a fee-only financial advisor at Coordinated Financial Planning in Cincinnati, Ohio, who holds the CFP credential. Matthew charges a percentage of assets.

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

## Facts

- **Firm:** Coordinated Financial Planning
- **Based in:** Cincinnati, Ohio
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $343.2M across 1,179 accounts
- **Credentials:** CFP
- **CRD:** 2366851 (https://adviserinfo.sec.gov/individual/summary/2366851)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.coordinatedfinancialplanning.com

## Frequently asked questions

### Is Matthew Beamer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?

Matthew charges a percentage of assets.

### Where is Matthew Beamer based?

Matthew Beamer is based in Cincinnati, Ohio.

### What credentials does Matthew Beamer hold?

Matthew Beamer holds the CFP credential.

### Is Matthew Beamer registered with the SEC?

Yes. Matthew Beamer is registered as an investment adviser representative in OH (CRD 2366851), 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 Matthew Beamer?

Through Matthew's website, www.coordinatedfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2366851): 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://www.coordinatedfinancialplanning.com/): 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.