COATS FINANCIAL PLANNING

Overview

Coats Financial Planning is an independent registered investment adviser owned by an individual and focused on serving individuals, families and small businesses. The firm provides financial planning and ongoing portfolio management and operates on a fixed‑fee billing model rather than charging asset‑based fees. It is not flagged as an active ESG investor. Investment activity centers on conventional pooled vehicles for core exposures alongside selective use of third‑party alternative managers. Core building blocks include mutual funds and corporate debt for equity and fixed‑income allocation, with annuities available for income planning. The firm supplements those exposures with allocations to real estate, commodities and oil & gas through external alternative managers.

Assets & Accounts

Investments & Alternatives

Location & Offices