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Coats Financial Planning

Headquartered in LOUISVILLE, KY

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Firm Information

Coats Financial Planning is an investment advisor with 5 investment advisor representatives and 5 investment advisory functions. They provide financial planning and portfolio management services to individuals, including high-net-worth individuals. The firm has a total of 156 clients, with 118 high-net-worth individuals and 38 individuals other than high-net-worth. They do not have any reported assets under management.

Coats Financial Planning

Not reported

Assets Under Management

156

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (2)

COATS FINANCIAL PLANNING has a total of 2 branch locations across the country.
location

LOUISVILLE, KY

location

Dunnellon, FL

Advisors at Coats Financial Planning

View All 6 Advisors
Unclaimed
Stuart Wayne Coats

CFP®, RA

LOUISVILLE, KY

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Unclaimed
Teresa Lipscomb Christensen

CFP®, RA

Dunnellon, FL

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Unclaimed
Elijah W Essa

CFP®, RA

LOUISVILLE, KY

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Unclaimed
Tabitha N Thomas

CFP®, RA

LOUISVILLE, KY

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Unclaimed
Anna R Coats

RA

LOUISVILLE, KY

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Unclaimed
Emily Beilman

CFP®, RA

LOUISVILLE, KY

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Disclosures

There are no public disclosures for Coats Financial Planning.

Frequently Asked Questions (6)

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