# Stuart Coats

> Stuart Coats is a fee-only financial advisor at Coats Financial Planning, Inc. in Louisville, Kentucky, who holds the BBA, CFP and MBA credentials. Stuart charges an ongoing planning fee and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/stuart-coats/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Coats Financial Planning, Inc.
- **Based in:** Louisville, Kentucky
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** BBA, CFP, MBA
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees, Retirees, Early-career professionals
- **CRD:** 4582009 (https://adviserinfo.sec.gov/individual/summary/4582009)
- **SEC registration:** Investment adviser representative in FL, IN, KY, TX
- **Exams passed:** Series 65 (2000)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://coatsfinancialplanning.com

## Frequently asked questions

### Is Stuart Coats a fee-only financial advisor?

Yes. Stuart Coats is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stuart's firm.

### How does Stuart charge for financial advice?

Stuart charges an ongoing planning fee.

### Where is Stuart Coats based?

Stuart Coats is based in Louisville, Kentucky.

### What does Stuart specialize in?

Stuart's specialties include retirement planning and tax planning. Stuart works with pre-retirees, retirees and early-career professionals.

### What credentials does Stuart Coats hold?

Stuart Coats holds the BBA, CFP and MBA credentials.

### Is Stuart Coats registered with the SEC?

Yes. Stuart Coats is registered as an investment adviser representative in FL, IN, KY and TX (CRD 4582009), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Stuart Coats?

Through Stuart's website, coatsfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/597): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://coatsfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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