Anna Coats
Coats Financial Planning · Louisville, Kentucky
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.
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Facts
| Firm | Coats Financial Planning |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Fixed fees |
| SEC registration | Investment adviser representative in FL, IN, KY, TX · CRD 6569663 |
| Exams passed | Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.coatsfinancialplanning.com |
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Questions about Anna
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.
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
- 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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