Erin Coatney
Erin Coatney is a registered investment advisor at Kyle S. Scott Financial Planning, INC., based in Fort Collins, CO, with 7 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 186 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.20% |
| $50K - $150K | 1.10% |
| $150K - $350K | 1.05% |
| $350K - $500K | 1.00% |
| $500K - $650K | 0.95% |
| $650K - $800K | 0.90% |
| $800K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.5M | 0.60% |
| $3.5M+ | 0.50% |
Advisory fee may be negotiable.
Fee Estimator
Location
2000 S. College Ave, Suite 310, Fort Collins, CO, 80525
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Erin is an independent insurance agent since 2019, spending minimal time on this activity. This activity is not investment-related.
Employment History
Current Registrations
Kyle S. Scott Financial Planning, INC.
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.