Coats Financial Planning

Overview

Coats Financial Planning is an independent, individually owned registered investment adviser that focuses on serving individuals and families. The firm provides fee-based financial planning and portfolio management for individuals and small businesses, operating under a fixed-fee model rather than asset-based or commission-driven pricing. It does not identify as a capital allocator and is not positioned as a pension consultant, multi-state adviser, related adviser, or newly formed firm. The firm reports it is not an active ESG investor, which suggests environmental, social, and governance factors are not a primary input to its investment decisions. Its client base and advisory activities indicate a focus on personalized planning and investment management rather than institutional or large-scale alternatives sourcing.

Assets & Accounts

Investments & Alternatives