A complete list of active advisors currently associated with Coplanning Financial LLC

Warmer can help you find a great advisor at Coplanning Financial LLC or one who fits your needs even better.

Coplanning Financial LLC provides financial planning and discretionary portfolio management to individual and high‑net‑worth clients. The firm operates as a small, independent adviser with a limited client roster and offers both ongoing investment management and one‑time planning engagements. The firm primarily implements a passive investment approach, constructing portfolios from index mutual funds, ETFs and select factor funds, and manages client accounts on a discretionary basis consistent with stated goals and risk tolerance. Its financial planning work routinely covers retirement, tax and estate planning, long‑term care and rental real estate integration, and the firm currently reports its one‑time TotalPlan offering as temporarily paused for new clients. Coplanning’s fee model differs from the common percentage‑of‑assets approach used by many peers: it charges fixed, tiered annual flat fees for ongoing services and a set fee for one‑time planning, an uncommon structure among independent advisers. The firm also recommends the Altruist custodial platform—giving clients access to Altruist Cash and integrated tools—and discloses that the firm’s principal maintains unrelated outside activities (rental property management and an online advisor directory) in its brochure.

To learn more about the advisors currently working at Coplanning Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jason Co	Overland Park, KS	11

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