A complete list of active advisors currently associated with Coats Wealth Management

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

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.

To learn more about the advisors currently working at Coats Wealth Management, 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.

Name	Location	Years of experience
Benjamin Coats	Gilbert, AZ	1

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