C
Coalson Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,583,955
Clients
21
19% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$646,855
About
Coalson Financial Services provides customized financial planning and investment advisory services to individual clients, with most clients retired or approaching retirement. Services include comprehensive retirement and distribution planning, portfolio construction using mutual funds, ETFs and select individual securities, and management of employer‑sponsored retirement plan assets.
The firm operates primarily on a non‑discretionary basis, discussing recommendations with clients and implementing transactions only after client approval, and it generally avoids frequent trading or market timing. Investment decisions draw on quantitative fund metrics and fundamental analysis, and the firm may recommend third‑party separately managed accounts as an alternative to traditional mutual funds.
Notable features include the firm’s primarily non‑discretionary AUM model, which is uncommon among independent advisers, and a concentrated practice size with a small client roster and modest assets under management. The adviser holds CFP credentials, does not engage in other financial industry sales or affiliations, and discloses personal ownership of a medical practice outside the advisory business.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Income planning
General retirement planning
Occupation focus
Retired
Demographic focus
Approaching retirement
Retired
Fee options
$0 - $500,000: 1% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.5% $2,000,001+: 0.25%
Minimum fee: $1,000 annually
Main office location
Coalson Financial Services, LLC
500 North Church Street
Las Cruces NM 88001, United States
Number of offices
2
Most active in
Coalson Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
New Mexico
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
Forms ADV
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