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Coats Financial Planning
Coats Financial Planning, Inc. is a Fee-Only financial planning and investment advisory firm in Louisville. It serves clients in Kentucky, Indiana, Florida and...
Coats Financial Planning
Coats Financial Planning, Inc. is a Fee-Only financial planning and investment advisory firm in Louisville. It serves clients in Kentucky, Indiana, Florida and other states on an ongoing retainer basis with a staff of five CFP® professionals. The firm acts as a fiduciary, putting client interests first, and emphasizes comprehensive planning, tax planning, and low-cost investments.
General information
Firm type
Multi Family Office
Location
Country
United States
City
Louisville
Principals
Stuart Coats
founder and President
Teri
Certified Financial Planner™ practitioner / Financial Planner
Emily Beilman
Senior Financial Planner, CERTIFIED FINANCIAL PLANNER™ professional
Tabitha Tiefermann
CERTIFIED FINANCIAL PLANNER™ professional
Laura
joined the firm in November of 2015
Anna
Chief Compliance Officer and Operations Manager
Sector focus
Frequently asked questions
Is Coats Financial Planning a fiduciary?
As a registered investment advisor (RIA), Coats Financial Planning is bound by a fiduciary duty to act in its clients' best interests (per the Investment Advisers Act of 1940). This means the firm must put client interests ahead of its own in all advisory relationships, including when recommending investments or financial products.
What is the minimum asset threshold to work with Coats Financial Planning?
The firm has not publicly disclosed a minimum asset requirement. Many RIAs targeting high-net-worth families set thresholds between $1 million and $5 million in investable assets, but specific service tiers for Coats Financial Planning remain unconfirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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