Coffman Wealth Advisors, LLC

Coffman Wealth Advisors, LLC is a fee-only registered investment adviser that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and businesses. The firm reports approximately $477,027 in discretionary assets across about 10 client relationships and operates with two advisors.

The firm charges percentage-of-assets-under-management advisory fees and describes an investment process grounded in Modern Portfolio Theory, using a mix of passive and active vehicles, ETFs, mutual funds, and outside managers to construct diversified asset allocations. Financial planning is offered on both project-based and ongoing bases; ongoing planning is included for clients with $500,000 or more in assets, while smaller accounts may be charged separate planning fees.

Notable for a firm of its size, Coffman Wealth Advisors is affiliated with a public accounting firm (Coffman and Company, P.C.), and its principal owners have roles at that accounting firm and may cross-refer clients between the entities while stating clients are not required to use the accounting services. The adviser is recently established (formed in October 2025), manages a small total asset base relative to peers, and further offers employer retirement-plan services — including acting as an ERISA investment manager — a service mix that is less common for similarly small, supported firms.