# Aaron Coates

> Aaron Coates is a fee-only financial advisor at Relevant Financial Advisors in Elkhart, Indiana, who holds the CFP credential. Aaron focuses on estate & legacy planning. Relevant Financial Advisors reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/aaron-coates/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Relevant Financial Advisors
- **Based in:** Elkhart, Indiana
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $38.6M across 74 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning
- **CRD:** 2690089 (https://adviserinfo.sec.gov/individual/summary/2690089)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 63 (1996), Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.relevantfinancial.com

## Frequently asked questions

### Is Aaron Coates a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Relevant Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Aaron charge for financial advice?

Aaron's firm, Relevant Financial Advisors, reports charging fixed fees on its SEC Form ADV.

### Where is Aaron Coates based?

Aaron Coates is based in Elkhart, Indiana.

### What does Aaron specialize in?

Aaron's specialties include estate & legacy planning.

### What credentials does Aaron Coates hold?

Aaron Coates holds the CFP credential.

### Is Aaron Coates registered with the SEC?

Yes. Aaron Coates is registered as an investment adviser representative in IN (CRD 2690089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Relevant Financial Advisors manage?

Relevant Financial Advisors reports $38.6M across 74 accounts in assets under management.

### How do I contact Aaron Coates?

Through Aaron's website, www.relevantfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2690089): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.linkedin.com/company/relevantfinancial): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.