Coordinated Financial Planning Corp
● SEC registered since 1983CRD 105143SEC# 801-19769Cincinnati, OH
Reg. AUM
$343.2M
Employees
6
Accounts
1,179
Location
Cincinnati, OH
Coordinated Financial Planning Corp assets under management
Coordinated Financial Planning Corp is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 1983. It reports $343.2 million in regulatory assets under management and employs 6 people.
Coordinated Financial Planning Corp owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bethann Benz | Office Administrator | Under 5% | 1999 |
| Joseph T. Perin | Financial Planner | Under 5% | 2020 |
| Kevin J. Barto | Office Administrator | Under 5% | 2022 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Coordinated Financial Planning Corp manage?
Coordinated Financial Planning Corp reports $343.2 million in regulatory assets under management on its Form ADV.
How many employees does Coordinated Financial Planning Corp have?
Coordinated Financial Planning Corp reports 6 employees.
Where is Coordinated Financial Planning Corp located?
Coordinated Financial Planning Corp is based in Cincinnati, OH and has been SEC-registered since 1983.
Does Coordinated Financial Planning Corp disclose fund performance?
Coordinated Financial Planning Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4555 Lake Forest Drive #560, Cincinnati, OH 45242 |
| Phone | 513-769-3131 |
| Fax | 513-769-5041 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$343.2M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$343.2Mregulatory AUM
Discretionary $337.1MNon-discretionary $6.1M