Louisville, KY Office
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Coats Financial Planning
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About
Coats Financial Planning works with individuals, trusts, estates and small businesses, serving both high‑net‑worth and non‑HNW households. The firm provides comprehensive, fee‑only financial planning and investment management services that include cash‑flow and retirement planning, tax and estate considerations, education funding, and investment implementation.
The firm emphasizes asset allocation and a long‑term, buy‑and‑hold investment philosophy, typically using passively managed index mutual funds and exchange‑traded funds as core holdings while adding individual stocks or bonds when appropriate. Accounts are reviewed once or twice a year rather than monitored continuously, and the firm does not generally exercise broad discretionary trading authority, consulting clients before placing trades except where a limited trading authorization is in place.
Coats is notable among peers for not using a percentage‑of‑assets‑under‑management fee model; instead it charges an ongoing flat‑fee retainer derived from a documented complexity assessment. The firm is strictly fee‑only (no commissions or referral fees), maintains advisor relationships with institutional custodians to facilitate trading and account access, and requires all advisors to adhere to NAPFA membership and its associated compliance standards.
Based on Coats Financial Planning
Expertise
Based on Coats Financial Planning
Location
139 S. English Station Road, Suite 230
Louisville KY 40245-3997
Advisors at this office
2
Advisors at this office
Anna C
Series 65
Louisville, KY
Coats Financial Planning
Anna Coats is a financial advisor at Coats Financial Planning in Louisville, KY, with 10 years of industry experience. She holds a Series 65 designation and has worked at Coats Financial Planning since 2014. She is also the owner and principal of Via Lata Consulting, a small supply chain operations and compliance firm. Additionally, Coats serves on the board of directors for the Valencia Villas at Landis Lakes Homeowners Association. Coats Financial Planning provides comprehensive, fee-only financial planning and investment management services to individuals, trusts, estates, and small businesses, serving both high-net-worth and non-HNW households. The firm follows a long-term, buy-and-hold investment philosophy focused on asset allocation, primarily using passively managed index funds and ETFs, and charges a flat-fee retainer based on complexity rather than a percentage of assets.
Stuart C
CFP®, Series 65
Louisville, KY
Coats Financial Planning
Stuart Coats is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Coats Financial Planning since 2000. Coats Financial Planning serves individuals, trusts, estates, and small businesses, working with both high-net-worth and non-HNW households. The firm offers comprehensive, fee-only financial planning and investment management, focusing on asset allocation and a long-term, buy-and-hold approach using primarily passively managed index funds and ETFs.
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