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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-13-2021
- Office Locations
- 1
Office Locations
About Coplanning Financial LLC
CoPlanning Financial is a fee-only, flat-fee fiduciary firm delivering financial planning with an option for ongoing investment management. The practice focuses on Asian-Americans at major life stages, emphasizing retirement readiness and minimizing lifetime tax impact, including support for families caring for immigrant parents. Founded by CFP(R) Jason Co, it offers a 3-month planning engagement featuring a "Scenario Lab" lifestyle forecast.
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Owner & Executives
JASON Sy CO
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6290573
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,454,045 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,454,045 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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