Coherent Financial Advisers, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“The negotiated hourly fee for these services is between $150 and $250.”

Flat or project fee

$500⁠-⁠$50,000

“The negotiated fixed rate for creating client financial plans is between $500 and $50,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Coherent Financial Advisers, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full refund of COHERENT's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are payable by the third-party investment adviser and are independent of the fees that the third-party adviser charges to its clients.”
• “The agreement may be terminated without penalty for a full refund of COHERENT's fees within five business days of signing the Subadviser Agreement.”

How Coherent Financial Advisers, LLC’s fees compare

• Its hourly rate of $150-$250 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
• 1 of the 8 other planners in Peoria that publish an hourly rate charge less.
• Its flat or project fee of $500-$50,000 spans the Arizona median of $3,100. 96% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 6 of the 6 other planners in Peoria that publish a flat or project fee charge less.

About Coherent Financial Advisers, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

61

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$41,327,000

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

281877

Website

youtube.com/c/coherentfa (opens in new tab)

Phone

(623) 432-1157

Other planners in Peoria that publish fees

• 21:5 Advisors, LLCPeoria$500/hr
• Authentic Financial PlanningPeoria$400⁠-⁠$15,000, $75/mo
• Clarus Wealth Advisors, LLCPeoria$250/hr, $250⁠-⁠$50,000
• Clearview Private WealthPeoria$250/hr
• Emro Asset Management, LLCPeoria$300/hr
• Investedge PlanningPeoria$350/hr, $20,000

Compare all 11 planners in Peoria