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Tabitha N Thomas

Coats Financial Planning

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About Tabitha N Thomas

Tabitha Thomas is an Investment Advisor Representative with Coats Financial Planning, based in Louisville, Kentucky. Tabitha has been in the industry since 2022 and is licensed in Kentucky. Tabitha is a Certified Financial Planner (CFP) and specializes in providing financial planning and portfolio management services for individuals.

Firm Information

Tabitha Thomas is currently registered with Coats Financial Planning. 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.

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.

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Tabitha Thomas’s Registration & Firm History

KY

08/19/2022 - Present

Coats Financial Planning (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 08/19/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tabitha N Thomas.
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