Coffman Wealth Advisors, LLC

Overview

Coffman Wealth Advisors, LLC is an independent, single-owner registered investment adviser operating as an LLC that serves individual and family clients. The firm acts as a capital allocator and offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting as a listed service (the firm is not designated as a pension consultant). Its fee schedule includes asset-based fees alongside hourly and fixed-fee arrangements. Coffman indicates no focus on ESG integration and is not flagged as a multi-state adviser. The firm reports an affiliation with accounting professionals as part of its referral/industry network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices