Aaron Coates
Aaron Coates is a CFP-designated registered investment advisor at Relevant Financial Advisors LLC, based in Elkhart, IN, with 19 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 31 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Relevant Financial Advisors does not directly manage investments. Instead, fees are based on your overall net worth, not just the assets they manage. They offer two service tiers:
- Concierge/Personal CFO: Includes monthly meetings, weekly communication, attendance at meetings with other professionals, review of private investments, and customized investment portfolios.
- Traditional: Includes up to 4 meetings per year and standardized investment portfolios managed on a discretionary basis.
Location
216 West High Street, Elkhart, IN, 46516
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Regulatory History (1)
Judgment / Lien
September 2017Employment History
Current Registrations
Relevant Financial Advisors LLC
Previous Registrations
Relevant Financial Advisors LLC
Valeo Financial Advisors, LLC
Relevant Financial Planning LLC
Compass Wealth Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.