Anna Coats is a registered investment advisor at Coats Financial Planning, based in Louisville, KY, with 9 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 171 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Coats Financial Planning does not manage investments based on a percentage of your portfolio. Instead, they work with clients under an ongoing retainer service arrangement. They assist clients with their investments through advisor relationships at Fidelity and TIAA.
Location
139 S. English Station Road, Suite 230, Louisville, KY, 40245-3997
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Anna is the owner and principal of Via Lata, LLC, a supply chain operations and compliance consulting firm, dedicating minimal time to it. She also serves as an unpaid board member for Valencia Villas at Landis Lakes Homeowners Association, Inc., spending a few hours per week.
Employment History
Current Registrations
Coats Financial Planning
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.