Stephen Perrin
Coordinated Financial Planning · Cincinnati, Ohio
Stephen Perrin is a fee-only financial advisor at Coordinated Financial Planning in Cincinnati, Ohio, who holds the ChFC credential. Stephen 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 | ChFC |
| SEC registration | Investment adviser representative in OH, TX · CRD 4347386 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.coordinatedfinancialplanning.com |
How Stephen'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 Stephen
Is Stephen Perrin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen charges a percentage of assets.
Where is Stephen Perrin based?
Stephen Perrin is based in Cincinnati, Ohio.
What credentials does Stephen Perrin hold?
Stephen Perrin holds the ChFC credential.
Is Stephen Perrin registered with the SEC?
Yes. Stephen Perrin is registered as an investment adviser representative in OH and TX (CRD 4347386), 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 Stephen Perrin?
Through Stephen'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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