This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

COADJUTANT FINANCIAL PLANNING SERVICES

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 5, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

6

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 5, 2001

First registration

Apr 15, 2004

Dual registered

no

Other names

MATT MANELLA|MATTHEW MANELLA|FRANCIS MANELLA|FRANCIS MATTHEW MATTHEW|F. MATTHEW MANELLA|FRANCIS M MANELLA

IAPD individual key

4447909

• Occurred

  Nov 27, 2023
  Advisor changed firm

  Francis Matthew Manella left Emoney Planning Services Llc for Coadjutant Financial Planning Services (registered 2025-07-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2d32fb08-388a-fd40-e283-353190253853

First observed

Apr 15, 2004

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.