Teresa Christensen
Coats Financial Planning · Dunnellon, Florida
Teresa Christensen is a fee-only financial advisor at Coats Financial Planning in Dunnellon, Florida, who holds the CFP credential. Coats Financial Planning reports charging fixed fees on its Form ADV.
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Facts
| Firm | Coats Financial Planning |
|---|---|
| Based in | Dunnellon, Florida |
| Fee model (firm's Form ADV) | Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, IN, KY · CRD 2506392 |
| Exams passed | Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.coatsfinancialplanning.com |
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Questions about Teresa
Is Teresa Christensen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Teresa 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 Teresa charge for financial advice?
Teresa's firm, Coats Financial Planning, reports charging fixed fees on its SEC Form ADV.
Where is Teresa Christensen based?
Teresa Christensen is based in Dunnellon, Florida.
What credentials does Teresa Christensen hold?
Teresa Christensen holds the CFP credential.
Is Teresa Christensen registered with the SEC?
Yes. Teresa Christensen is registered as an investment adviser representative in FL, IN and KY (CRD 2506392), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Teresa Christensen?
Through Teresa's website, www.coatsfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Florida
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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