A complete list of active advisors currently associated with CoAdjutant Financial Planning Services

Warmer can help you find a great advisor at CoAdjutant Financial Planning Services or one who fits your needs even better.

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.

To learn more about the advisors currently working at CoAdjutant Financial Planning Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Francis Manella	Cherry Hill, NJ	18

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