Coordinated Financial Services, Inc.

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Client assets under management

$423,428,858

Clients

334

30% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

111

Very High

Average account size

$1,267,751

About

Coordinated Financial Services is a fee-based wealth management and financial planning firm serving individual and high-net-worth clients through a small team of three advisors and managing roughly $427 million for about 334 client households. Services described in the brochure include ongoing discretionary and non‑discretionary portfolio management (Private Wealth Management), comprehensive financial planning, and reporting tools such as MoneyGuide Pro.

The firm uses a tactical asset-allocation approach and builds customized portfolios from mutual funds, ETFs, individual equities and bonds, and options, with an emphasis on institutional share classes where available and periodic rebalancing. Investment plans are documented in written profiles or investment policy statements and reviewed at least annually, with the adviser executing trades for discretionary accounts and presenting recommendations for non‑discretionary accounts.

What is noteworthy relative to many peers is that Coordinated Financial Services operates with affiliations that extend beyond a typical independent RIA: some advisory personnel are dually registered as registered representatives of LPL Financial and as insurance agents, the firm participates in multiple LPL‑sponsored advisory programs (MP, MWP, OMP, SWM), and it sponsors a wrap‑fee program. These relationships mean the firm shares program fees with LPL and may receive custodial and practice‑management services and commissions or insurance compensation through affiliated activities, which the brochure discloses as potential conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning Tax-loss harvesting Active portfolio management Concentrated stock management

Occupation focus

Executive Founder/Business Owner

Fee options

Percentage

$0+: Up to 1.50% annually, negotiable at firm's discretion for Investment Management fees $10,000+: Up to 1.25% annually for Model Wealth Portfolios (MWP) program, negotiable $1,000+: Up to 1.50% annually for Optimum Market Portfolios (OMP) program, negotiable $50,000+: Up to 1.50% annually for Manager Access Select program, negotiable $0+: Up to 1.25% annually for Strategic Wealth Management (SWM) program, negotiable

Commissions

Certain IARs earn commissions through LPL Financial for securities transactions and insurance products, but the firm itself does not accept commissions.

Project-based

$250 per hour for financial planning services

Other

Account minimum: $250,000 Fee-only: Hourly fees at $250 per hour for financial planning services; no minimum account size for hourly fee clients

Main office location

Coordinated Financial Services, Inc.

4643 S. Ulster St., Suite 960

Denver CO 80237, United States

Number of offices

Most active in

California · Colorado · Florida · Minnesota · Nebraska · North Dakota · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 303-770-5401

Advisors at this firm

Kyle H

CFP®, Series 63

Denver, CO

Coordinated Financial Services, Inc.

Kyle Hurt is a CFP® with 20 years of experience in financial advising. He has been with Coordinated Financial Services, Inc. in Denver, CO since 2011. Coordinated Financial Services advises individual and high-net-worth households through fee-based financial planning and private wealth management. The firm manages approximately $352 million in assets for around 319 client relationships, using a tactical asset-allocation process combined with institutional funds, ETFs, and individual securities.

General retirement planning Income planning Tax-loss harvesting Active portfolio management Concentrated stock management Executive Founder/Business Owner

Matthew O

CFA®, Series 63, Series 66

Denver, CO

Coordinated Financial Services, Inc.

Matthew Obert is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Coordinated Financial Services, Inc. in Denver, CO. He has worked at LPL Financial and Charles Schwab, among other firms. Outside of his advisory role, he is involved in real estate as an owner and landlord. Coordinated Financial Services advises individual and high-net-worth households through fee-based financial planning and private wealth management, managing approximately $352 million in assets across about 319 client relationships. The firm employs a tactical asset-allocation approach using institutional share-class mutual funds, ETFs, and individual securities, supported by third-party platforms for planning and reporting.

General retirement planning Income planning Tax-loss harvesting Active portfolio management Concentrated stock management Executive Founder/Business Owner

Shawn R

CFP®, Series 63, Series 66

Denver, CO

Coordinated Financial Services, Inc.

Shawn Rogers is a CFP® professional with 19 years of industry experience, currently serving at Coordinated Financial Services, Inc. in Denver, CO since 2008. He holds the Series 63 and Series 66 licenses and works alongside two other advisors at the firm. Coordinated Financial Services advises individual and high-net-worth households through fee-based financial planning and wealth management, managing approximately $352 million in assets across about 319 client relationships. The firm employs a tactical asset-allocation process documented in individualized Investment Policy Statements and utilizes a combination of institutional share-class mutual funds, ETFs, and individual securities, supported by third-party platforms for implementation and reporting.

General retirement planning Income planning Tax-loss harvesting Active portfolio management Concentrated stock management Executive Founder/Business Owner

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