Stuart Coats
Coats Financial Planning, Inc. · Louisville, Kentucky
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Early-career professionals
Facts
| Firm | Coats Financial Planning, Inc. |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Credentials | BBA · CFP · MBA |
| SEC registration | Investment adviser representative in FL, IN, KY, TX · CRD 4582009 |
| Exams passed | Series 65 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | coatsfinancialplanning.com |
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Questions about Stuart
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Coats Financial Planning, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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