Matthew Beamer
Coordinated Financial Planning · Cincinnati, Ohio
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.
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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 2366851 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.coordinatedfinancialplanning.com |
How Matthew'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 Matthew
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.
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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