Coordinated Planning Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,971,718
Clients
5
Advisors
1
of 2 employees
About
Coordinated Planning Group provides portfolio management, financial planning, and selection-of-adviser services to a small roster of high‑net‑worth individuals and business entities rather than mass‑market retail clients. The firm’s investment menus include mutual funds, equities, fixed income, ETFs, real estate funds, private placements and insurance products, including annuities.
CPG documents client goals and risk tolerances in written investment policy statements and uses eMoney planning tools and Monte Carlo analysis to model financial plans and monitor portfolios under a stated fiduciary standard. While the advisory agreement contemplates discretionary authority, the firm reports managing its assets on a primarily non‑discretionary basis and commonly implements strategies via referrals to third‑party managers and a professional alliance with a broker‑dealer.
Notable distinctions for a firm of this size include an affiliation with insurance activities—representatives are licensed to sell commissionable insurance and annuity products and the firm discloses and documents those conflicts of interest. The firm is also small in scale (one primary management person and a limited client list), does not take custody of client assets, does not participate in wrap programs, and collects certain advisory and financial‑planning fees in advance.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees negotiated between $5,000 and $50,000
3.00% annually for assets $1,000,000 and up
Compensation accepted for sale of securities and insurance products; commissions are not the primary source of income
Account minimum: $1,000,000
Main office
150 Broadhollow Road, Suite 209
Melville NY 11747
Advisors at this office
1
Most active in
New York
Also doing business as
Coordinated Planning Group, Inc. · Delape, Frank M
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)