C
Coordinated Financial Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,190,000
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
12
8% 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
12
LowAverage account size
$182,500
About
Coordinated Financial Management provides investment management and financial planning primarily for individual investors and IRA or tax‑deferred accounts, and also manages assets for some corporate and nonprofit/charitable entities. While most independent peers focus on individuals, the brochure specifically notes nonprofit entity money is included among its managed assets.
The firm describes a flexible, account‑specific approach that blends value, fundamental and technical analysis, emphasizes industry and geographic diversification, and tailors allocations to clients’ risk tolerance, cash flow and timelines. Portfolios are managed discretionarily unless otherwise directed, and planning services are included at no extra charge for clients who use the manager’s investment services.
Noteworthy aspects include explicit work with charitable organizations and active participation on local investment and nonprofit boards, indicating involvement with institutional and nonprofit governance beyond typical retail advisory work. The brochure also highlights long prior trust‑department experience, the use of custodial accounts with limited power of attorney (no custody of client funds), and an absence of professional liability insurance.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Wealth management
Retirement income strategy
Fee options
$0 - $100,000: 1.25% $100,001 - $500,000: 1.0% $500,001+: 0.8%
$75/hr for financial planning and portfolio analysis
Main office location
Coordinated Financial Management
Wichita KS, United States
Number of offices
2
Most active in
Coordinated Financial Management has reported serving >5 clients in these states in the last 12 months.
Kansas
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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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