Tabitha N Thomas

CFP

Coats Financial Planning

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Coats Financial Planning

Compensation

Fixed/Hourly

Firm Size

5 advisors

Number of Clients

171 clients

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Included in AUM fee

Contact

Tabitha N Thomas

Location

139 S. English Station Road, Suite 230, Louisville, KY, 40245-3997

Get directions

History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Coats Financial Planning

August 2022 - Present · 3 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.