Anna Coats is a registered investment advisor at Coats Financial Planning, based in Louisville, KY, with 10 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 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.
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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Anna is the owner and principal of Via Lata, LLC, a supply chain operations and compliance consulting firm, dedicating minimal time to it. She also serves as an unpaid board member for Valencia Villas at Landis Lakes Homeowners Association, Inc., spending a few hours per week.
Employment History
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
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