Coats Financial Planning, Inc. is a Fee-Only financial planning and investment advisory firm located in Louisville, Kentucky and serving clients in Kentucky, Indiana and a dozen other states. 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, the founder of Coats Financial Planning, Inc., is an MBA, Certified Financial Planner TM practitioner, NAPFA-Registered Financial Advisor and a member of The Garrett Planning Network, a nationwide group of Fee-Only planners dedicated to providing competent, unbiased financial advice to people from all walks of life.

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.

Please be aware that our ability to take on new clients is typically severely limited. Please see the New Client Info page for the latest status.