Coordinated Wealth Management, LLC

Coordinated Wealth Management, LLC (CRD# 141348) is a financial advisory firm headquartered in Nashville, TN. They manage $64,100,000 in 86 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $745,349
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY, LA, TN

Financial Advisors at Coordinated Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David M. Fesmire
CRD#: 5408510
4301 Hillsboro Pike, Suite 210, Nashville, TN 37215
93
Wealthminder
score

David Fesmire (CRD# 5408510) is an Investment Advisor Representative working at Coordinated Wealth Management, LLC in Nashville, TN and has over 9 years of experience in the finance industry.

2
Joseph S. Renner
CRD#: 374159
4301 Hillsboro Pike, Suite 210, Nashville, TN 37215
83
Wealthminder
score

Joseph Renner (CRD# 374159) is an Investment Advisor Representative working at Coordinated Wealth Management, LLC in Nashville, TN and has over 24 years of experience in the finance industry.

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