Firm
Coats Financial Planning, Inc.
Louisville, Kentucky
Fee-only
Coats Financial Planning, Inc. at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 144 individual clients, 120 of them high net worth.
- Its website says it's taking new clients.
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Louisville, Kentucky |
|---|---|
| Website | coatsfinancialplanning.com |
| [email protected] | |
| Phone | (502) 426-0300 |
Coats Financial Planning, Inc. fees
Coats Financial Planning, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Individual clients | 24 |
| High-net-worth clients | 120 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | October 6, 2026 |
| SEC record | CRD 122135 |