CRD: 173653
Coordinated Planning Group, Inc.
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- Custodian
- BNY Mellon · Principal
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-22-2015
- Office Locations
- 1
Office Locations
About Coordinated Planning Group, Inc.
Coordinated Planning Group, Inc. is a Melville, NY planning firm providing integrated estate and legacy planning, business succession, corporate benefit and deferred compensation plan support, and retirement-focused wealth accumulation/preservation with asset allocation and insurance-based solutions. The team emphasizes coordination with clients’ attorneys and accountants and maintains involvement in industry associations; custody includes Principal Securities.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 8 clients, or 8 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
FRANK M. DELAPE
Chief Compliance Officer, Insurance Agent, President
- CRD
- #869551
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,397,727 | -- |
| Total | $16,397,727 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Coordinated Planning Group, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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