Advisor at Coleman Advisory, LLC
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
Coleman Advisory, LLC
Location
Asheville, NC
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
15 years
John Coleman is a CFP® and ChFC® with 15 years of experience in financial advising. He is the principal of Coleman Advisory, LLC, an independent firm he founded in 2016 after a brief tenure at Questar Asset Management. Coleman is also a licensed insurance agent, providing life, long-term care, and annuity products alongside his advisory services. Coleman Advisory, LLC offers financial planning and portfolio management to individuals, trusts, estates, small businesses, and corporate pension and profit-sharing plans. The firm employs a tax-aware, diversified investment approach, utilizing third-party managers and both discretionary and non-discretionary account management, while also integrating insurance products as part of its service model.
Based on Coleman Advisory, LLC
Based on Coleman Advisory, LLC
Flat fees for financial planning services negotiated and agreed upon in advance; specific amounts vary by client.
$0 - $500,000: 1.00% (100 basis points) annually $500,001 - $1,000,000: 0.80% (80 basis points) annually $1,000,001 - $2,000,000: 0.60% (60 basis points) annually $2,000,001+: 0.50% (50 basis points) annually
Commissions earned from sale of insurance products such as life insurance, annuities, and long-term care insurance.
Hourly financial planning fees range from $200 to $400 per hour, depending on complexity, with a maximum of $400 per hour.
Account minimum: $30,000 Fee-only: Fee-only advisory services based on AUM fees as per tiered schedule; financial planning fees are negotiated and transparent.
Asheville, NC
Florida · North Carolina · Texas
Questar Asset Management
2016 - 2017 (1 year)
Coleman Advisory LLC
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success. I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives. I also believe that good financial planning must be collaborative in order to be successful. I work with clients through every step of the process on the way to achieving financial peace of mind. As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion. That means that I view investment portfolios as just one component of a client’s financial picture. Good comprehensive financial planning should bring together all aspects of your financial life. With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.
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