Advisor at CoAdjutant Financial Planning Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CoAdjutant Financial Planning Services
Location
Cherry Hill, NJ 08034
Credentials
CFP®, Series 66
Industry experience
17 years
Francis Manella is a CFP® professional with 17 years of experience in the financial services industry. He is currently with CoAdjutant Financial Planning Services and has previously worked at OSAIC Wealth, Emoney Planning Services, American Portfolios, and MassMutual Greater Philadelphia. CoAdjutant Financial Planning Services provides outsourced, white-label financial planning and support primarily to other investment adviser representatives and business owners. The firm specializes in creating compliance-tested, comprehensive financial plans using deterministic and probabilistic projections, focusing on practice support and compliance rather than direct client asset management.
Based on CoAdjutant Financial Planning Services
$0 - $1,000,000: 0.50% $1,000,001 - $2,000,000: 0.45% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $4,000,000: 0.30% $4,000,001 - $5,000,000: 0.25% $5,000,001+: 0.20%
$500.00 per hour
Account minimum: : "$0 (no minimum stated)
1175 Marlkress Road, Suite 1013
Cherry Hill, NJ 08034
New Jersey
OSAIC Wealth, Inc
2025 - Present (1 year)
Coadjutant Financial Planning Services, LLC
2023 - Present (3 years)
Emoney Planning Services, LLC
2021 - 2023 (2 years)
SELF-EMPLOYED
2020 - 2021 (1 year)
American Portfolios
2017 - 2020 (3 years)
SELF-EMPLOYED
2017 - 2017 (1 year)
MassMutual Greater Philadelphia
2012 - 2017 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Financial Compass LLC
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