# Coats Financial Planning

Coats Financial Planning is a Multi Family Office based in Louisville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Louisville, United States
- **Assets under management:** Undisclosed
- **Website:** https://coatsfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/coats-financial-planning

## Regulatory record

- **CRD number:** 122135
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-16T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122135

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## People

- 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

## 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.

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Last updated: 2026-08-11T15:06:27.647Z

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