Coordinated Financial Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75/hr

“Financial planning, done separately from investment management, is billed at $75/hr.”

Quarterly fee

$6,850/qtr

“Annual fee equals $100,000 x 0.0125 = 1,250 $400,000 x 0.01 = 4,000 $200,000 x 0.008 = 1,600 Total annual fee $6,850 The quarterly fee, then, would be $6,850 / 4 = $1,712.50 3 This fee is normally calculated, prorated and billed quarterly “in arears”.”

Annual fee

$6,850⁠-⁠$100,000/yr

From the same sentence as above.

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

How Coordinated Financial Management bills

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

• “Management of portfolios with limited investment options, like accounts in employer 401(K) plans, may be billed at lower rates depending on plan options.”
• “Fee for this is $75/hr payable when the project is complete.”

How Coordinated Financial Management’s fees compare

• Its hourly rate of $75 is below the Kansas median of $250. None of the 59 other Kansas planners that publish an hourly rate charge less.
• None of the 4 other planners in Wichita that publish an hourly rate charge less.
• Its annual fee of $6,850-$100,000 is above the Kansas median of $5,050. 100% of the 21 other Kansas planners that publish an annual fee charge less.

About Coordinated Financial Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1993 (33 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

No minimum stated in brochure

Clients

12

Employees

1

Works with

Individuals, high net worth individuals, charities, and other

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,052,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

116854

Phone

(316) 722-7701

Other planners in Wichita that publish fees

• Agh Wealth Advisors, LLCWichita$350/hr
• Farrecian Investments IncWichita$200/hr, $500⁠-⁠$2,500
• Gentry Private WealthWichita$350/hr
• StewardrightWichita$1,500⁠-⁠$5,000, $100⁠-⁠$1,000/mo
• Yeisley Wealth Solutions, Inc.Wichita$450/hr, $3,500

Compare all 14 planners in Wichita