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Coats Financial Planning, Inc.
Purely in the Client's Interest
A pioneering firm that was the first in Louisville to offer fee-only, hourly financial planning and investment advice, Coats Financial Planning, Inc. today serves clients in Kentucky, Indiana and a dozen other states and offers a staff of three dedicated and qualified financial advisors.

We provide an independent, objective review of your financial situation, and provide recommendations and ongoing services to help you meet your financial goals.

Stuart Coats founded Coats Financial Planning, Inc. over a decade ago with the mission to serve clients from all walks of life. He is an MBA, Certified Financial Planner TM practitioner, NAPFA-Registered Financial Advisor and a member of The Garrett Planning Network, a well-known nationwide group of Fee-Only planners.

Coats Financial Planning, Inc. is unique in that as a Fee-Only financial planning firm, we are compensated solely by our clients. We do not receive commissions of any kind. In short, you pay us for our time and we give you totally objective advice. We work as a fiduciary to all of our clients, meaning we are duty bound to put the interests of our clients ahead of our own. If you have followed the debate in Washington in recent years, you may already realize that most of the financial services “industry” does not hold themselves to such a high standard in their dealings with clients.

We believe that competent, unbiased financial advice should be available to all people regardless of their income levels or assets available to invest. We’ve developed affordable service models that can help everyone from the twenty-something just settling into their career to the senior citizen retiree trying to make their savings last through retirement.

J.R. helped us make a smooth transition from a dated website to a modern platform that can be further enhanced as our business grows. We appreciated his skills and responsiveness, all provided at a reasonable cost.
Stuart W. Coats, President

James R. Reed, II + Associates

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Prospect, KY 40059
502.417.6601 t
502.412.3175 f

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