Stuart Coats is a CFP-designated registered investment advisor at Coats Financial Planning, based in Louisville, KY, with 19 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 171 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Coats Financial Planning does not manage investments based on a percentage of your portfolio. Instead, they work with clients under an ongoing retainer service arrangement. They assist clients with their investments through advisor relationships at Fidelity and TIAA.
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.