COORDINATED PLANNING GROUP, INC.

Overview

Coordinated Planning Group, Inc. is a small, independent registered investment adviser that serves high-net-worth individuals, families and a limited number of institutional clients. The firm combines financial planning with portfolio management for individuals and small businesses and acts as a capital allocator by selecting third‑party managers when appropriate. Its advisory mix includes ongoing portfolio oversight and the selection of other advisers, which suggests a manager‑of‑managers approach for some client relationships. Investment activity centers on pooled public funds rather than concentrated direct equity positions. The firm does not identify as an active ESG investor and works on a non‑multi‑state basis. Fee arrangements are flexible, spanning percentage of AUM, hourly and fixed fees, which aligns with a boutique advisory model offering customized planning and billing structures rather than a single standardized product.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices