Coriander Financial Group LLC at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 1 employee and 44 individual clients, 2 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 44 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Ann Arbor, Michigan |
|---|---|
| [email protected] | |
| Phone | (734) 730-6778 |
Questions about Coriander Financial Group LLC
How is Coriander Financial Group LLC paid?
Coriander Financial Group LLC's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Coriander Financial Group LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Coriander Financial Group LLC, and 1 hold the CFP.
What is the average account at Coriander Financial Group LLC?
Coriander Financial Group LLC's average account is about $1.4 million. That's the assets on its Form ADV divided by its 44 accounts.
Coriander Financial Group LLC fees
Coriander Financial Group LLC 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 |
|---|---|
| Assets managed | $63 million |
| Individual clients | 42 |
| High-net-worth clients | 2 |
| Accounts managed | 44 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 330667 |