# Coordinated Financial Planning Corp

> Coordinated Financial Planning Corp is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 1983, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 105143
- Filed as: COORDINATED FINANCIAL PLANNING CORP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105143
- AdvisorCensus page: https://advisorcensus.com/firm/coordinated-financial-planning-corp-cincinnati-oh-105143

## Quick answers

**How is Coordinated Financial Planning Corp compensated?**
On its Form ADV (Item 5.E, October 2026), Coordinated Financial Planning Corp reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Coordinated Financial Planning Corp located?**
Coordinated Financial Planning Corp's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Coordinated Financial Planning Corp registered with the SEC or a state?**
Coordinated Financial Planning Corp is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 105143.

**How much does Coordinated Financial Planning Corp manage?**
Coordinated Financial Planning Corp reports $343,168,985 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (98% discretionary).

**How have Coordinated Financial Planning Corp's assets and staff changed since 2021?**
In the Form ADV data for Coordinated Financial Planning Corp: Regulatory assets under management: $261,245,161 in the October 2021 data and $343,168,985 in the October 2026 data, up 31%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Coordinated Financial Planning Corp serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (254); high net worth individuals (113).

**Which custodians does Coordinated Financial Planning Corp use?**
Coordinated Financial Planning Corp's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Coordinated Financial Planning Corp report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105143

**What changed in Coordinated Financial Planning Corp's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in GA, NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $343,168,985
- Discretionary: $337,113,785
- Non-discretionary: $6,055,200

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 254 | $110,303,798 |
| High net worth individuals | 113 | $229,720,243 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,992,375 |
| Charitable organizations | Fewer than 5 | $152,569 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1983 (43 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, IN, KY, NH, NY, OH, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $261,245,161 | 5 | March 17, 2021 |
| October 2022 | $288,047,592 | 5 | February 17, 2022 |
| October 2023 | $248,766,384 | 5 | September 29, 2023 |
| October 2024 | $273,133,547 | 5 | March 13, 2024 |
| October 2025 | $289,889,408 | 5 | April 17, 2025 |
| October 2026 | $343,168,985 | 6 | June 3, 2026 |

Regulatory assets under management: $261,245,161 in the October 2021 data and $343,168,985 in the October 2026 data, up 31%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in GA, NH.

### April 2026
- Regulatory assets under management went from $289,889,408 to $343,168,985 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coordinated Financial Planning Corp (CRD 105143): Form ADV filing data as of October 2026.