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COORDINATED FINANCIAL PLANNING CORP

CINCINNATI, OH · CRD 105143 · IAPD ↗ · coordinatedfinancialplanning.com · 513-769-3131

$343.2MRegulatory AUM
4Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — COORDINATED FINANCIAL PLANNING CORP notice-filed in GA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — COORDINATED FINANCIAL PLANNING CORP now reports custody of client assets ($105.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.