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Aaron Michael Coates

Foothills Advisors, LLC

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About Aaron Michael Coates

Aaron Coates is a financial advisor associated with Foothills Advisors, LLC. Aaron has 8 years of experience in the financial industry. Aaron is licensed to provide advisory services in Arizona. Aaron is a Certified Financial Planner™. Aaron is also a licensed CPA. Aaron is affiliated with Foothills Accounting & Tax, PLLC.

Firm Information

Aaron Coates is currently registered with Foothills Advisors, LLC. Foothills Advisors, LLC is a registered investment advisor located in Cave Creek, Arizona. The firm manages approximately $104.2 million in assets for 412 clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. They offer financial planning and portfolio management services.
Foothills Advisors, LLC

6702 E CAVE CREEK ROAD

CAVE CREEK, AZ 85331

$104.22M

Assets Under Management

Not reported

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Coates’s Registration & Firm History

AZ

10/21/2022 - Present

Foothills Advisors, LLC (Cave Creek AZ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Michael Coates.
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