Coriander Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Coriander Financial Group LLC is an independent, state-registered investment adviser founded in 2024 that provides wealth management, portfolio management, financial planning, and tax strategy services to individuals, high-net-worth individuals, and trusts. The firm offers ongoing discretionary portfolio management as well as stand-alone financial planning and hourly consulting engagements.
The firm typically constructs customized, long-term portfolios using a mix of passive index ETFs for accumulation-stage clients and actively managed individual stocks and bonds (individual bonds are generally intended to be held to maturity), applying fundamental analysis, Modern Portfolio Theory, and periodic rebalancing. Accounts are managed on a discretionary basis, with custodial relationships (e.g., Charles Schwab, TIAA, Fidelity) and regular monitoring that includes quarterly reports and at least annual reviews.
Noteworthy features include its solo-practitioner model managing approximately $63 million for 44 clients and a stated $1,000,000 account minimum (subject to waiver in certain circumstances), alongside an integrated tax-strategy practice that covers Roth conversions, RMDs, tax-loss harvesting, donor-advised funds, qualified charitable distributions, and other tax planning topics. The firm’s sole owner holds CFP®, CPA, and CDFA® credentials, which corresponds with an uncommon emphasis on tax and divorce-related financial planning within a small, boutique advisory setup.
Client services
Expertise
Demographic focus
Fee options
$250,000 - $500,000: 0.95% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $8,000,000: 0.50% $8,000,001 - $15,000,000: 0.40%
$300 per hour
Account minimum: $1,000,000
Main office
Ann Arbor MI
Advisors at this office
2
Most active in
Michigan
Also doing business as
Coriander Financial Group LLC · Garda Financial Group · Garda Financial Group LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Quick links
Advisors at this firm
Breann M
Series 65
Ann Arbor, MI
Coriander Financial Group LLC
Breann Mulligan is a financial advisor at Coriander Financial Group LLC with Series 65 registration and one year of industry experience. Prior to joining Coriander Financial Group, she held roles in the beauty and fitness industries. Outside of financial advising, she is affiliated with businesses including London Beauty and Lily Grace. Coriander Financial Group LLC is an independent investment adviser serving individuals, high-net-worth individuals, and trusts with wealth management, financial planning, portfolio management, and tax strategy services. The firm constructs customized long-term portfolios combining passive index ETFs and actively managed securities, offering discretionary management and an integrated tax-strategy practice.
Charlie C
CFP®, Series 65
Ann Arbor, MI
Coriander Financial Group LLC
Charlie Cook is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is the principal of Coriander Financial Group LLC, an independent firm he joined in 2024 after 11 years at Columbia Asset Management LLC. In addition to his advisory role, he owns and operates a tax preparation business serving select individual clients. Coriander Financial Group provides wealth management services to individuals, high-net-worth clients, and trusts, combining discretionary portfolio management with comprehensive financial planning and tax-strategy services. The firm employs a long-term, tax-aware investment approach that integrates passive index allocations with actively managed securities and emphasizes strategies such as tax-loss harvesting and Roth conversion timing.
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”)