Coordinated Financial Planning Corp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Coordinated Financial Planning serves individual and high‑net‑worth clients, as well as pension plans and charitable organizations, by providing discretionary portfolio management and written financial plans. The firm offers both model‑based Investment Supervisory Services and individualized portfolio management, along with ongoing plan maintenance and client reviews.
The firm's investment process combines model portfolios with individualized policies; its "Actively Managed" model uses a formal risk framework that assesses market valuations, investor psychology and monetary conditions to adjust equity and fixed‑income exposures while preserving a stated minimum equity floor. Accounts are managed on a discretionary basis and reviewed at least semi‑annually, with meetings to update objectives, tax considerations and plan assumptions.
Notable distinctions include a practice of managing many accounts to the goals of predefined models rather than micro‑customizing every account, together with an explicit, rule‑based active risk approach and a focus on selecting funds with low internal expenses through Schwab Institutional offerings. The firm also recommends clients establish margin accounts for operational flexibility and does not vote client proxies, leaving proxy decisions to clients and their custodians.
Client services
Expertise
Fee options
Financial planning fees determined based on nature and complexity of services; all fees agreed upon prior to contract; specific amounts not stated.
$0 - $1,000,000: 1% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% >$3,000,000+: Negotiable
Account minimum: $200,000
Main office
4555 Lake Forest Drive #560
Cincinnati OH 45242
Advisors at this office
4
Most active in
Florida · Georgia · Indiana · Kentucky · New Hampshire · New York · Ohio · South Carolina · Tennessee · Texas
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.
Advisors at this firm
Matthew B
CFP®
Cincinnati, OH
Coordinated Financial Planning Corp
Matthew Beamer is a CFP® professional at Coordinated Financial Planning Corp with three years of industry experience. He has been with Coordinated Financial Planning, Inc. since 1996. Coordinated Financial Planning serves individual and high-net-worth clients, as well as pension plans and charitable organizations, providing discretionary portfolio management and written financial plans. The firm combines model-based investment supervisory services with individualized portfolio management, employing an active risk framework that adjusts equity and fixed-income exposures based on market valuations, investor psychology, and monetary conditions.
Joseph P
CFP®
Cincinnati, OH
Coordinated Financial Planning Corp
Joseph Perin is a CFP® professional with three years of industry experience. He has been with Coordinated Financial Planning Corp since 2018, following two years at Great American and a five-year tenure at the University of Cincinnati. Coordinated Financial Planning Corporation is an SEC-registered investment adviser serving individuals, pension and profit sharing plans, and charitable organizations. The firm provides discretionary portfolio management through both model and customized accounts, combining charting, fundamental and technical analysis with a focus on low-fee mutual funds and ETFs.
Stephen P
ChFC®
Cincinnati, OH
Coordinated Financial Planning Corp
Stephen Perrin Jr. is a ChFC® with three years of industry experience, currently serving as an advisor at Coordinated Financial Planning Corp in Cincinnati, OH. He has been with Coordinated Financial Planning Corp since 1991. Coordinated Financial Planning Corporation is an SEC-registered investment adviser managing approximately $343 million for about 367 clients. The firm serves individuals, pension and profit sharing plans, and charitable organizations, providing discretionary portfolio management through model and customized accounts, along with written financial planning and related non-securities advice.
Kevin B
CFP®
Cincinnati, OH
Coordinated Financial Planning Corp
Kevin Barto is a CFP® professional with five years of experience at Coordinated Financial Planning Corp and a prior eight years in the restaurant industry. He is based in Cincinnati, OH. Coordinated Financial Planning Corporation is an SEC-registered adviser serving individuals, pension and profit sharing plans, and charitable organizations. The firm manages roughly $343 million and offers discretionary portfolio management using model and individualized approaches that incorporate fundamental and technical analysis, with an actively managed risk model adjusting equity exposure based on market conditions.
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