Aaron Coates
Relevant Financial Advisors · Elkhart, Indiana
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.
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Specialties
Facts
| Firm | Relevant Financial Advisors |
|---|---|
| Based in | Elkhart, Indiana |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $38.6M across 74 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 2690089 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.relevantfinancial.com |
| Profile |
How Aaron's firm compares
- Relevant Financial Advisors's average account is about $521,000, from its Form ADV (assets managed divided by 74 accounts).
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Questions about Aaron
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Relevant Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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