Coordinated Financial Planning Corp
- Regulatory AUM
- $343M
- Discretionary
- $337M
- Clients
- 367
- Avg AUM / client
- $935K
- Accounts
- 1,179
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 254 | $110M | 32.1% |
| High net worth individuals | 113 | $230M | 66.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.0M | 0.87% |
| Charitable organizations | 0 | $153K | 0.04% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benz, Bethann | Office Administrator | Aug 1999 (27y) | Less than 5% | |
| Matthew Bud Beamer | Senior Financial Planner | CFP | May 2001 (25y) | Less than 5% |
| Joseph T. Perin | Financial Planner | CFP | Jun 2020 (6y) | Less than 5% |
| Kevin J. Barto | Office Administrator | CFP | Dec 2022 (4y) | Less than 5% |
| Stephen Herbert Perrin | Chief Executive Officer | Chartered Financial Consultant | Dec 2022 (4y) | 75% or more |
| Elfenbein, Lonny, Scott | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 926 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $319M (93% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗