Coordinated Wealth Management, L.L.C. fees and pricing
Financial planner in Hendersonville, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 23, 2026, Coordinated Wealth Management, L.L.C. charges an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000/yr
“The Registrant minimum annual fixed fee for investment advisory services is $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Coordinated Wealth Management, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Registrant’s fees are negotiable, but generally range from $5,000 to $25,000 on an annual fixed fee basis.”
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
How Coordinated Wealth Management, L.L.C.’s fees compare
- Its annual fee of $5,000 is below the Tennessee median of $7,250. 34% of the 35 other Tennessee planners that publish an annual fee charge less.
About Coordinated Wealth Management, L.L.C.
- Firm size: 2 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 95
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $113,860,323
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 141348
- Phone
- (615) 369-0738
Can advise clients in 3 states: Kentucky, Louisiana, Tennessee
Other planners in Hendersonville that publish fees
- Moore Wealth Partners, LLCHendersonville$500/hr, $2,500
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Adkins Asset Management LLCCordova$250/hr
- Adventedge Financial, LLCApison$200/hr, $500
- Aj AdvisorsNashville$300/hr, $500-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.