# Anna Coats > Anna Coats is a fee-only financial advisor at Coats Financial Planning in Louisville, Kentucky. Coats Financial Planning reports charging fixed fees on its Form ADV. Page: https://find.wellspent.co/advisors/anna-coats/ Built from SEC adviser records; last checked October 30, 2026. ## Facts - **Firm:** Coats Financial Planning - **Based in:** Louisville, Kentucky - **Fee model (firm's Form ADV):** Fixed fees - **CRD:** 6569663 (https://adviserinfo.sec.gov/individual/summary/6569663) - **SEC registration:** Investment adviser representative in FL, IN, KY, TX - **Exams passed:** Series 65 (2016) - **Firm size:** 3 employees - **Disclosures:** None reported - **Website:** http://www.coatsfinancialplanning.com ## Frequently asked questions ### Is Anna Coats a fee-only financial advisor? Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Coats Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV. ### How does Anna charge for financial advice? Anna's firm, Coats Financial Planning, reports charging fixed fees on its SEC Form ADV. ### Where is Anna Coats based? Anna Coats is based in Louisville, Kentucky. ### Is Anna Coats registered with the SEC? Yes. Anna Coats is registered as an investment adviser representative in FL, IN, KY and TX (CRD 6569663), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. ### How do I contact Anna Coats? Through Anna's website, www.coatsfinancialplanning.com. ## Sources - SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6569663): 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 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.