Dallas Coffman
Dallas Coffman is a CFP, ChFC-designated registered investment advisor at Whitman Financial Services, LLC., based in North Reading, MA, with 46 years of industry experience. Dallas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — fixed fees generally range from $3,500 to $15,000 depending on the scope and complexity, starting with a required $250 data collection and assessment fee
- Hourly financial planning — $425 per hour for clients who do not need comprehensive planning services
- Consulting services — flat fee of $425 for the first two hours, and standard hourly rates apply thereafter
Location
348 Park Street, Suite 106, Whitman Financial Services LLC, North Reading, MA, 01864-2153
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dallas is involved in several business activities, including tax preparation/accounting, serving as a registered investment advisor through Whitman Financial Services, and real estate rental. Dallas also dedicates minimal time to FINRA arbitration, notary public duties, non-profit board membership, and part-time work with Prometric, Inc.
Employment History
Current Registrations
Whitman Financial Services, LLC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Whitman Financial Services, LLC.
Linsco Financial Group, INC.Broker
First Alliance Financial Services, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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