Coriander Financial Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,483,390
Total clients
44
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
44
Average account size
$1,442,804
About
Coriander Financial Group provides wealth management to individuals, high-net-worth individuals and trusts, delivering discretionary portfolio management alongside comprehensive financial planning and tax-strategy services. The firm also offers standalone financial planning and hourly tax-consulting engagements and reports managing roughly $47 million in client assets with a stated minimum for ongoing relationships.
The firm’s investment approach is primarily long-term and tax-aware, blending passive index allocations for accumulation-stage accounts with actively managed individual stocks and bonds where appropriate, and employing fundamental analysis, modern portfolio theory and asset-allocation techniques. Portfolios are constructed and monitored on a discretionary basis with regular rebalancing and tax-focused actions available—such as tax-loss harvesting, bond-laddering, Roth conversion timing and RMD planning—to align investments with client objectives and tax considerations.
Distinctive features include the principal’s combined CFP®, CPA and CDFA® credentials and prior experience in tax and institutional asset management, which the firm integrates into divorce-related financial planning and broader tax strategy work. The firm highlights custodial use of platforms commonly used for retirement-plan assets (including TIAA and Fidelity), accepts alternative payment methods for ad‑hoc engagements, and was formed in 2024 with a name change completed in 2025.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Roth conversion strategy
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Active portfolio management
Fee options
$250,000 - $500,000: 0.95% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $8,000,000: 0.50% $8,000,001 - $15,000,000: 0.40%
$250 per hour
Account minimum: $250,000
Main office location
Coriander Financial Group LLC
Ann Arbor MI, United States
Number of offices
1
Most active in
Coriander Financial Group LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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