Firm
Coffman Wealth Advisors
Poplar Bluff, Missouri
Fee-only
Coffman Wealth Advisors at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 10 individual clients.
- Its average account is about $48,000 (assets it manages divided by its 10 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Poplar Bluff, Missouri |
|---|---|
| Website | coffman.finance |
| Phone | (573) 785-4441 |
Coffman Wealth Advisors fees
Coffman Wealth Advisors 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 10 |
| Accounts managed | 10 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 339269 |
Advisors at this firm (2)
Other fee-only firms in Missouri
- Compass Wealth · St. Louis
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- Core Planning, LLC · Saint Louis
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- DB Advisors · Springfield
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