Firm Information
Compensation
Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Coats Financial Planning works with clients on a fee-only basis under an ongoing retainer service arrangement. The annual retainer fee is determined by the firm's assessment of the complexity of the client's situation, with a minimum fee of $6,000 per year and no maximum. The fee is assessed monthly. Clients with accounts at Fidelity may have fees deducted directly. The firm may waive or reduce its minimum fee based on unique individual circumstances.
Areas of Practice
Advisor Information
Office location
Dunnellon, FL
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Teresa Lipscomb ChristensenRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Teresa Christensen owns Christensen Consulting, a sole proprietorship. She operates as a contractor for Coats Financial Planning under this business, working from home and visiting clients in Kentucky quarterly.
Employment History
Current Registrations
Coats Financial Planning
State Registrations3 states
Exams
Additional Information
Teri's personal experience with the value of Fee-Only financial planning after the birth of her first son encouraged her to follow her desire to serve others as a personal financial planner. She was pleased to be able to rejoin Coats Financial Planning as a Financial Planner after passing the Certified Financial Planner TM exam in July 2010.