Coats Financial Planning

Overview

Coats Financial Planning is an independently owned corporate advisory firm that focuses on fee-based financial planning and portfolio management for individuals and small businesses. The firm is owned by an individual and operates under a fixed-fee model rather than percentage-based asset fees or commissions. Its advisory scope centers on comprehensive financial planning and discretionary portfolio work for private clients and families. The firm does not self-identify as an ESG investor and is not structured as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices