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Relevant Financial Advisors
Relevant Solutions is a Bakersfield, United States-based company founded in 2011. It provides solutions for financial institutions to engage and monetize...
Relevant Financial Advisors
Relevant Solutions is a Bakersfield, United States-based company founded in 2011. It provides solutions for financial institutions to engage and monetize customers' mobile shopping experiences. The company has secured $250,000 in total funding.
General information
Firm type
Asset Manager
Year founded
2015
Location
Region
North America
Country
United States
City
Elkhart
Corporate office
216 W High St, Elkhart, IN 46516, US
Principals
Aaron Coates
CFP®
Sector focus
Frequently asked questions
How is Relevant Financial Advisors compensated?
The firm states it operates on an 'objective, fee-only' basis, which means it does not earn commissions or referral fees for product recommendations. This model ties the firm's revenue directly to client-paid planning and advisory fees rather than financial product sales or third-party marketing incentives.
What services does Relevant Financial Advisors offer?
The practice lists financial planning, investment advisory, estate planning, charitable giving strategies, and legacy and business succession planning. This suite positions the firm as a comprehensive planning shop rather than a pure investment manager.
Who makes investment decisions at the firm?
Aaron Coates, a CFP® professional and the firm's founder, is the only employee listed on the firm's LinkedIn page, operating the firm as a partnership. Decision-making is centralized with Coates, rather than distributed across an investment committee.
Does the firm maintain any external investment vehicles or funds?
No external funds, alternative investment vehicles, or club-deal structures are publicly disclosed. The firm does not promote access to private equity, venture capital, or hedge fund allocations.
How does the firm handle client data privacy?
In March 2026, Relevant Financial Advisors published an updated privacy policy via Box.com, which explicitly stated that no mobile information would be shared with third parties or affiliates for marketing or promotional purposes. This direct public statement is unusual for a firm of this size and suggests a heightened sensitivity to client data security.
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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