# Coadjutant Financial Planning Services

> Coadjutant Financial Planning Services is a state-registered investment advisory firm in Cherry Hill, NJ, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated July 30, 2025.

- CRD: 329340
- Filed as: COADJUTANT FINANCIAL PLANNING SERVICES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cherry Hill, NJ
- Filing period: October 2026
- Form ADV filing dated: July 30, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329340
- AdvisorCensus page: https://advisorcensus.com/firm/coadjutant-financial-planning-services-cherry-hill-nj-329340

## Quick answers

**How is Coadjutant Financial Planning Services compensated?**
On its Form ADV (Item 5.E, October 2026), Coadjutant Financial Planning Services reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Coadjutant Financial Planning Services located?**
Coadjutant Financial Planning Services' principal office is in Cherry Hill, NJ, according to its Form ADV.

**Is Coadjutant Financial Planning Services registered with the SEC or a state?**
Coadjutant Financial Planning Services is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 329340.

**What types of clients does Coadjutant Financial Planning Services serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (12).

**Does Coadjutant Financial Planning Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329340

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 12 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coadjutantfps.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coadjutant Financial Planning Services (CRD 329340): Form ADV filing data as of October 2026.