Coherent Financial Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,327,000
Total clients
61
30% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$677,492
About
Coherent Financial Advisers provides advisory services to individuals, high‑net‑worth clients, small business owners and other investment advisers, offering discretionary and non‑discretionary portfolio management, financial planning, and subadviser arrangements. Its advice spans mutual funds, equities, ETFs (including precious‑metal ETFs), fixed income (including inflation‑linked bonds) and options.
The firm combines multiple analytic techniques — charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and generally seeks discretionary trading authority while conducting at least quarterly account reviews. Strategies include long‑term trading and options strategies (including covered and uncovered positions), implemented with asset allocation, security selection and ongoing portfolio monitoring tailored to client goals and risk tolerance.
Distinctive features disclosed in the brochure include a reportable criminal or civil action (the ADV references an adviserinfo filing with an open date of 12/12/2022) and a principal’s role as an independent licensed insurance agent who may offer commissionable insurance products, a relationship the firm notes could present a conflict of interest. The firm also serves as a subadviser to other advisers and combines that outsourced management role with active options trading and a small advisory team, a service mix that differs from many peers.
Client services
Expertise
Fee options
Fixed financial planning fees between $500 and $50,000
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001+: 0.75%
$150 to $250 per hour for financial planning services
Fee-only: Financial planning fixed fees between $500 and $50,000; hourly fees between $150 and $250 per hour
Main office location
Coherent Financial Advisers, LLC
Peoria AZ, United States
Number of offices
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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