Coah Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
COAH Financial provides investment management, ongoing financial planning, and retirement plan consulting to individuals, charitable organizations, and employer plan sponsors. The firm operates on a fee-only basis and also offers educational seminars and speaking engagements to groups and the public.
The firm’s investment work blends Modern Portfolio Theory with both passive and active fund selections across equities, fixed income, ETFs, municipal securities, and held-away account reviews, typically managing client accounts on a discretionary basis and tailoring asset allocation to stated objectives and risk tolerance. Financial planning engagements are collaborative and ongoing, covering areas such as cash flow and debt management, retirement and estate planning, tax-efficiency, insurance review, college savings, and business/exit planning when applicable.
Distinctive features include regular complimentary seminars and speaking engagements—an offering that is relatively uncommon among independent advisers—and the principal’s specialized credentials in philanthropic planning and exit planning (CAP and CEPA), which inform work with charitable organizations and business owners. The firm also provides retirement plan consulting with participant education and coordinates with third-party attorneys, accountants, and tax professionals as needed.
Client services
Expertise
Occupation focus
Fee options
$0 - $999,999: 1.20% $1,000,000 - $2,999,999: 0.95% $3,000,000 - $5,999,999: 0.80% $6,000,000 - $9,999,999: 0.70% $10,000,000 - $19,999,999: 0.60% $20,000,000 - $50,000,000: 0.50%
Fee-only: Ongoing Financial Planning fees range from $416.67 to $1,666.67 per month or $1,250 to $5,000 per quarter, paid monthly or quarterly in advance. Fees are negotiable.
Main office
Colorado Springs CO
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Coah Financial · Coah Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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