Danen Coalson is a CFP-designated registered investment advisor at Coalson Financial Services, LLC, based in Las Cruces, NM, with 21 years of industry experience. Danen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 21 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable on a case-by-case basis. Minimum annual fee of $1,000.
Fee Estimator
Location
500 North Church Street, Las Cruces, NM, 88001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Coalson Financial Services, LLC
Previous Registrations
Essential Financial Planning, INC.
Thornburg Investment Management INC
Universal Advisory Services INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.