Coriander Financial Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$63,483,390
Clients
44
5% 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
44
HighAverage account size
$1,442,804
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
Financial planning
Portfolio management
Expertise
General retirement planning
Roth conversion strategy
Tax-loss harvesting
Passive / index investing
Active portfolio management
Demographic focus
HENRY (High Earners, Not Rich Yet)
Mid-Career Professionals
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 location
Coriander Financial Group LLC
Ann Arbor MI, United States
Number of offices
1
Most active in
Coriander Financial Group LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
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:
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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.
-
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.
-
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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