Coats Wealth Management
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About
Coats Wealth Management is a newly established registered investment adviser that provides discretionary portfolio management, comprehensive financial planning, and investment consulting to individuals (including both non‑high‑net‑worth and high‑net‑worth clients), families, small business owners, professionals, and institutional clients. As of April 2025 the firm reports no assets under management and positions its services around individualized client engagements and consulting assignments.
The firm’s investment process emphasizes fundamental analysis, diversified asset allocation with both strategic and tactical adjustments, and a long‑term purchase orientation, with discretionary authority used to implement client portfolios consistent with stated objectives and risk tolerance. Client oversight is delivered through scheduled account reviews that scale by account size and through regular written performance reporting provided to clients on a quarterly basis.
Distinctive features include a hybrid fee framework that pairs flat‑fee arrangements for smaller accounts with asset‑based fees for larger portfolios, and the availability of hourly consulting for discrete planning needs—an arrangement less common among firms in this category. Leadership brings an atypical mix of advanced legal and business education and varied senior operating experience across industries and international roles, and the firm emphasizes periodic written client communications as part of its reporting and service model.
Client services
Expertise
Occupation focus
Fee options
Portfolio management fees for accounts $150,000 and under are flat quarterly fees ranging from $300 to $2,000 depending on account size; Financial planning flat fees as above
$0 - $150,000: $300 quarterly (flat fee) $150,001 - $250,000: $600 quarterly (flat fee) $250,001 - $500,000: $900 quarterly (flat fee) $500,001 - $750,000: $1,500 quarterly (flat fee) $750,001 - $1,000,000: $2,000 quarterly (flat fee) $1,000,001 - $2,000,000: 0.75% annually on assets in this tier $2,000,001 - $5,000,000: 0.65% annually on assets in this tier $5,000,001 - $10,000,000: 0.50% annually on assets in this tier $10,000,001+: 0.35% annually on assets in this tier
$300 per hour for consulting services
Account minimum: $50,000 Fee-only: Financial planning: Basic Retirement Plan $750 (reduced to $450 for income below $100,000), Comprehensive Financial Plan $1,000, Annual Plan Update $450; Hourly Consultation $300
Main office
65 S Presidio Dr
Gilbert AZ 85233
Advisors at this office
1
Most active in
Arizona
Also doing business as
Coats Wealth Management · Coats Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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