CoAdjutant Financial Planning Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
1
of 1 employees
About
Coadjutant Financial Planning Services provides outsourced, white‑label financial planning and support primarily to other investment adviser representatives and business owners, delivering compliance‑tested plans for advisors to present to their clients. The firm may be engaged to collect and enter client data, draft plan summaries, and participate in data‑review and plan presentation meetings on behalf of the advisor.
COADJUTANT operates as a limited‑scope planning specialist that creates comprehensive and premier financial plans using deterministic and probabilistic projections; it does not implement, custody, or manage client assets. Plans commonly include cash flow and net worth modelling, insurance needs analysis, retirement and education projections, and, for premier engagements, tax, executive compensation, business‑interest and estate planning scenarios.
The firm’s business‑to‑business model—serving other advisers as its direct clients and offering consulting and training on advisor‑sponsored financial‑planning benefits—is uncommon among independent solo practices. That model, together with the founder’s CFP® background and prior roles at eMoney, American Portfolios, MassMutual and Merrill Lynch, emphasizes practice support and compliance‑focused deliverables rather than ongoing account management, periodic account reviews, or direct relationships with retail, non‑HNW individual investors.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 0.50% $1,000,001 - $2,000,000: 0.45% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $4,000,000: 0.30% $4,000,001 - $5,000,000: 0.25% $5,000,001+: 0.20%
$500.00 per hour
Account minimum: : "$0 (no minimum stated)
Main office
1175 Marlkress Road, Suite 1013
Cherry Hill NJ 08034
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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