Coordinated Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
Coordinated Wealth Management reports 96 clients. They include 68 individual clients, 27 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 100.0% ($114M across 207 accounts) are managed with discretion. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 18% |
| High-net-worth individuals | 28% | 81% |
| Pension and profit-sharing plans | 1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 68 | $20.8M | 18.3% | $306K |
| High-net-worth individuals | 27 | $91.7M | 80.5% | $3.4M |
| Pension and profit-sharing plans | 1 | $1.38M | 1.2% | $1.38M |
| Total | 96 | $114M | 100% | $1.19M |
- Clients
- 68
- Regulatory AUM
- $20.8M
- AUM share
- 18.3%
- Avg. per client
- $306K
- Clients
- 27
- Regulatory AUM
- $91.7M
- AUM share
- 80.5%
- Avg. per client
- $3.4M
- Clients
- 1
- Regulatory AUM
- $1.38M
- AUM share
- 1.2%
- Avg. per client
- $1.38M
Total
- Clients
- 96
- Regulatory AUM
- $114M
- AUM share
- 100%
- Avg. per client
- $1.19M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Coordinated Wealth Management is paid through fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement plan services (FPAS 401(k) schedule)
- Retirement plan services through FPAS, with the fee shared with FPAS: 1.00% of the first $1,000,000, 0.65% of the next $4,000,000, 0.40% of the next $5,000,000 and 0.25% of amounts above that.
David Fesmire owns 75% or more of Coordinated Wealth Management. The leadership team of Coordinated Wealth Management includes Chief Compliance Officer David Fesmire. It has 2 employees, 1 of them in advisory roles.
Leadership
- David FesmireManaging Member/Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Coordinated Wealth Management, L.L.C.
David Fesmire
Control person · since February 2020
Coordinated Wealth Management’s regulatory assets grew from $105M (February 2025) to $114M (January 2026); clients were 96 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $114M | 96 | 2 | 2 |
| February 2025 | $105M | 100 | 2 | 2 |
Besides its headquarters, Coordinated Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Tennessee.
Tennessee · 1 listed address
- 100 Bluegrass Commons Boulevard, Suite 2390, HendersonvilleHQ
Contact and registration details
- Legal name
- Coordinated Wealth Management, L.L.C.
- Headquarters
- 100 Bluegrass Commons Boulevard, Suite 2390, Hendersonville, TN 37075
- Website
- coordinatedwealth.com
- Phone
- 615-369-0738
- SEC file
- 801-132227
- Structure
- Tennessee LLC
- Fiscal year end
- December
Coordinated Wealth Management uses Charles Schwab ($114M) as custodian for its separately managed accounts. Coordinated Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $114M100%
At year end, Coordinated Wealth Management’s separately managed accounts were mostly in funds (63%) and stocks (27%).
What the accounts hold
- Stocks27%
- Funds63%
- Bonds10%
How many clients does Coordinated Wealth Management have?
Coordinated Wealth Management has 96 clients and manages $114 million for them, as of January 2026. They include 68 individual clients, 27 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 January 2026
What services does Coordinated Wealth Management offer?
Coordinated Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Coordinated Wealth Management use?
Coordinated Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $114M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 January 2026
How many financial advisors does Coordinated Wealth Management have?
Coordinated Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Coordinated Wealth Management invest in?
At the end of its last fiscal year, Coordinated Wealth Management’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities and 10% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Coordinated Wealth Management?
Coordinated Wealth Management’s direct owner is David Fesmire (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 January 2026
How does Coordinated Wealth Management get paid?
Coordinated Wealth Management is paid through fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Coordinated Wealth Management?
Coordinated Wealth Management’s main office is at 100 Bluegrass Commons Boulevard, Suite 2390, Hendersonville, TN 37075. Its phone number is 615-369-0738. Its website is coordinatedwealth.com.