Emily Beilman is a CFP-designated registered investment advisor at Coats Financial Planning, based in Louisville, KY, with 2 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 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
Emily Beilman
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.
Learn about disclosures →Employment History
Current Registrations
Coats Financial Planning
Previous Registrations
Plancorp, LLC
State Registrations2 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