Firm
Coordinated Financial Planning
Cincinnati, Ohio
Fee-only
Coordinated Financial Planning at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 6 employees and 367 individual clients, 113 of them high net worth.
- Its average account is about $291,000 (assets it manages divided by its 1,179 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cincinnati, Ohio |
|---|---|
| Website | coordinatedfinancialplanning.com |
| Phone | (513) 769-3131 |
Coordinated Financial Planning fees
Coordinated Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Fixed fees |
|---|---|
| Assets managed | $343 million |
| Individual clients | 254 |
| High-net-worth clients | 113 |
| Accounts managed | 1,179 |
| Employees | 6 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-19769) |
| Financial planning | Offered |
| Form ADV filed | June 3, 2026 |
| SEC record | CRD 105143 |