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COORDINATED FINANCIAL PLANNING CORP
CRD 105143File 801-19769
APPROVED
Retail clients
Custody
Filing as of Jun 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$343.2M
Below cohort median (national)
Discretionary AUM
$337.1M
Non-discretionary $6.1M
Clients
367
1,179 accounts
Employees
6
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 19, 1983
- Principal office
- 4555 LAKE FOREST DRIVE #560, CINCINNATI, OH, 45242
- Phone
- 513-769-3131
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $343.2M
- Discretionary AUM
- $337.1M
- Non-discretionary AUM
- $6.1M
- Discretionary accounts
- 1,131
- Non-discretionary accounts
- 48
- Total accounts
- 1,179
- AUM per client
- $935K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $153K |
| High net worth individuals | 113 | $229.7M |
| Pension and profit sharing plans | Fewer than 5 | $3.0M |
| Individuals (other than high net worth individuals) | 254 | $110.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.