Firm Information
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
139 S. English Station Road, Suite 230, Louisville, KY, 40245-3997
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Anna is the owner and principal of Via Lata, LLC, a supply chain operations and compliance consulting firm, dedicating minimal time to it. She also serves as an unpaid board member for Valencia Villas at Landis Lakes Homeowners Association, Inc., spending a few hours per week.