Firm
Coalson Financial Services
Las Cruces, New Mexico
Fee-only
Coalson Financial Services at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 4 of them high net worth.
- Its average account is about $243,000 (assets it manages divided by its 56 accounts).
Facts
| Based in | Las Cruces, New Mexico |
|---|---|
| Phone | (505) 977-8338 |
Coalson Financial Services fees
Coalson Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $14 million |
| Individual clients | 17 |
| High-net-worth clients | 4 |
| Accounts managed | 56 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 148603 |