A complete list of active advisors currently associated with Coats Financial Planning

Warmer can help you find a great advisor at Coats Financial Planning or one who fits your needs even better.

Coats Financial Planning provides fee-only financial planning and investment management to individuals, trusts, estates, and small businesses. The firm advises both typical individual clients and high-net-worth households and does not sell commission products or accept referral fees. Instead of charging a percentage-of-assets-under-management, Coats uses an ongoing retainer model determined by an assessment of client complexity and provides periodic reviews, typically once or twice a year; trades generally require client authorization except where limited trading authorization exists with certain custodians. Investment approach emphasizes asset allocation and a long-term, buy-and-hold orientation, with core holdings in no‑load mutual funds and exchange-traded funds, including passive index funds. Distinctive features include a multi-advisor team made up largely of CFP practitioners who are NAPFA members and operate under a fee-only code of ethics, and the firm’s use of advisor relationships with custodians to access institutional platforms while avoiding commission arrangements. A subset of staff maintain dual registrations with another advisory firm (Belle Trace LLC), the firm does not use performance-based fees or act as custodian for client assets, and it generally does not provide continuous portfolio monitoring.

To learn more about the advisors currently working at Coats Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Coats Financial Planning's office locations.