TrueAdvisor
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GC
CFP
GC
CFP

Gary Preston Coats

Guidestone Advisors
23 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Guidestone Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,885 clients
Average Client Portfolio
$845K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

Location

5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gary is the president of Crazy A Ranch, LLC, since 2021, which involves timber production and land leasing for recreational activities. He dedicates minimal time to this non-investment related business.

Employment History
Current Registrations
Guidestone Advisors
July 2013 - Present · 12 yrs 7 mos
Guidestone Financial ServicesBroker
July 2013 - Present · 12 yrs 7 mos
Previous Registrations
USAA Financial Planning Services
May 2011 - July 2013 · 2 yrs 2 mos
USAA Financial Advisors, INC.Broker
April 2011 - July 2013 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
December 2001 - March 2011 · 9 yrs 3 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.