Tabitha Thomas is a CFP-designated registered investment advisor at Coats Financial Planning, based in Louisville, KY, with 3 years of industry experience. Tabitha 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.
Contact
Tabitha Thomas
Location
139 S. English Station Road, Suite 230, Louisville, KY, 40245-3997
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Coats Financial Planning
State Registrations1 state
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