Coadjutant Financial Planning Services operates as a business-to-business provider, offering outsourced financial planning support as an independent contractor to other registered investment advisors, their employees, and their clients. Coadjutant Financial Planning Services does not manage or custody individual client assets, nor does it implement financial recommendations directly. Instead, Coadjutant Financial Planning Services helps advisors build comprehensive or premier financial plans covering net worth, cash flow, insurance, education, retirement, investments, taxes, executive compensation, business interests, planned giving, and estate planning. The firm is owned by Francis Matthew Manella, a Certified Financial Planner professional.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.