Stuart Coats is a CFP-designated registered investment advisor at Coats Financial Planning, based in Louisville, KY, with 20 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 144 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Coats Financial Planning does not charge investment management fees based on a percentage of your portfolio value. Instead, investment advice and portfolio assistance are included as part of an ongoing flat-fee retainer arrangement that covers both planning and ongoing investment guidance.
Contact
Stuart Coats
Location
139 S. English Station Road, Suite 230, Louisville, KY, 40245-3997
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Coats Financial Planning
State Registrations4 states
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.
Exams
Additional Information
Stuart W. Coats is the founder and President of Coats Financial Planning, Inc. As a CFP® professional and NAPFA-Registered Financial Advisor, Stuart is proud to provide unbiased financial advice to dozens of clients located in the Louisville area and all around the country.
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