# Relevant Financial Advisors

Relevant Financial Advisors is an Asset Manager based in Elkhart, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Elkhart, United States
- **Region:** North America
- **Address:** 216 W High St, Elkhart, IN 46516, US
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** relevantfinancial.com

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Financial Services

## People

- Aaron Coates — CFP®

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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