Coffman Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Coffman Wealth Advisors, LLC is a fee-only registered investment adviser that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and businesses. The firm reports approximately $477,027 in discretionary assets across about 10 client relationships and operates with two advisors.
The firm charges percentage-of-assets-under-management advisory fees and describes an investment process grounded in Modern Portfolio Theory, using a mix of passive and active vehicles, ETFs, mutual funds, and outside managers to construct diversified asset allocations. Financial planning is offered on both project-based and ongoing bases; ongoing planning is included for clients with $500,000 or more in assets, while smaller accounts may be charged separate planning fees.
Notable for a firm of its size, Coffman Wealth Advisors is affiliated with a public accounting firm (Coffman and Company, P.C.), and its principal owners have roles at that accounting firm and may cross-refer clients between the entities while stating clients are not required to use the accounting services. The adviser is recently established (formed in October 2025), manages a small total asset base relative to peers, and further offers employer retirement-plan services — including acting as an ERISA investment manager — a service mix that is less common for similarly small, supported firms.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fixed fees range from $2,000 to $10,000
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
$250 per hour for Project-Based Financial Planning
Fee-only: Ongoing Financial Planning fees range from $500 to $2,500 quarterly for clients with AUM below $500,000; included at no additional charge for clients with AUM of $500,000 or more; Project-Based Financial Planning fees range from $2,000 to $10,000 fixed or $250/hour
Main office
2005 N Westwood Blvd
Poplar Bluff MO 63901
Advisors at this office
2
Most active in
Missouri
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Quick links
Advisors at this firm
Jordan W
CFP®, Series 65, Series 63
Poplar Bluff, MO
Coffman Wealth Advisors, LLC
Jordan Worley is a CFP® professional with two years of industry experience, currently serving as an advisor at Coffman Wealth Advisors, LLC. Prior to joining Coffman Wealth Advisors in 2025, he held roles at Northwestern Mutual from 2016 to 2019 and provides accounting and tax services at Coffman and Company, P.C. He serves as a trustee on the Board of Trustees and participates in committees for both the Missouri Baptist Foundation and its subsidiary, Straightway Holdings, Inc. Coffman Wealth Advisors, LLC is a fee-only registered investment adviser offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, businesses, and pension plans. The firm employs an investment approach based on Modern Portfolio Theory, integrating passive and active investment vehicles to construct diversified portfolios, and is affiliated with the accounting firm Coffman and Company, P.C.
Betsy M
CFP®
Poplar Bluff, MO
Coffman Wealth Advisors, LLC
Betsy Mays is a CFP® professional at Coffman Wealth Advisors, LLC with one year of experience in investment management. She is also a shareholder at Coffman and Company, P.C., an accounting firm providing accounting, tax compliance, bookkeeping, and payroll tax compliance services. Coffman Wealth Advisors primarily serves institutional clients and plan sponsors, offering investment management and retirement plan services. The firm employs a fee-only approach and combines passive and active asset allocation strategies guided by modern portfolio theory.
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