Coats Financial Planning
Assets Under Management
N/A
Number of Clients
171
Number of Advisors
5
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Coats Financial Planning, Inc. offers personalized financial planning and investment advice and management to individuals, trusts, estates, and small businesses. They gather client information through in-depth interviews and prepare written recommendations covering various financial areas. The firm invests primarily in no-load mutual funds and ETFs and does not sell any investment products or receive commissions.
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
Location
139 S. English Station Road, Suite 230, Louisville, KY, 40245-3997
