COONS ADVISORS

1151 Bethel Road, Suite 204-B
Columbus, Ohio 43220
Tel: 614-918-3500

About COONS ADVISORS

COONS ADVISORS, formally registered with the SEC as COONS ADVISORS. The firm was established in 03/15/2005. They have over 2 offices throughout the country.

COONS ADVISORS is a Columbus, Ohio based Financial Planning firm with nearly $533,797,997 assets under management, offering retirement planning & investment advisory services to 341 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129067
SEC#	801-64017
Assets Managed by Firm	$533,797,997
No. of Clients	341
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	341	$533,797,997
Individuals (other than high net worth individuals)	46	$25,373,228
High net worth individuals	95	$483,982,653
Charitable organizations	9	$24,148,822
Corporations or other businesses	Fewer than 5 clients	$293,294

More Retirement Planning firms in Columbus, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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