Francis Manella
Francis Manella is a CFP-designated registered investment advisor at Coadjutant Financial Planning Services, based in Cherry Hill, NJ, with 17 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 12 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $4.0M | 0.30% |
| $4.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees are paid by the advisor, not the client. Fees are subject to negotiation and may be discounted by 50% or more for multiple plans. Consulting is available at an hourly rate of $500.
Fee Estimator
Location
Cherry Hill, NJ
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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
Coadjutant Financial Planning Services
Previous Registrations
Osaic Wealth, INC.Broker
Emoney Planning Services LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Planning Capital Management CORP.
LPL Financial CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.