Coats Financial Planning, Inc.
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ADV data as of Jun 23, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 144
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 24 | $0 | — |
| High net worth individuals | 120 | $0 | — |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stuart Wayne Coats | Registered representative | CFP | Apr 2006 (20y) | |
| Teresa Lipscomb Christensen | Registered representative | CFP | Jan 2011 (16y) | |
| Anna R Coats | Registered representative | Mar 2016 (10y) | ||
| Tabitha Nicole Tiefermann | Registered representative | CFP | Aug 2022 (4y) | |
| Emily Beilman | Registered representative | CFP | Jul 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗