Insights

Niche Fee-Only Target firms and individuals seeking fiduciary, fee-only financial planning with emphasis on tax planning and retirement strategy, leveraging the unique selling point of always putting client interests first.

Regional Growth Leverage Kentucky, Indiana and Florida reach plus other states to pursue regional expansion opportunities; highlight ongoing client relationships built on long-term retainers to attract clients seeking stable, ongoing advisory engagements.

CFP Expertise Position the team of five CFP professionals as a differentiator to win higher-value advisory relationships, including comprehensive retirement, tax-efficient strategies and goal-based planning.

Tech Enablement Utilize the existing tech stack (AWS, Google Workspace, analytics tools) to support scalable client onboarding, digital planning tools, and transparent reporting that appeals to tech-savvy clients and institutions seeking compliant processes.

SME Positioning Align with mid-market and affluent clients looking for low-cost, transparent investments and long-horizon planning; propose partnerships or white-label opportunities with custodians or broker-dealers seeking fee-only, fiduciary-driven guidance.

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Coats Financial Planning, Inc. Tech Stack

Coats Financial Planning, Inc. uses 8 technology products and services including Amazon Web Services, Google Hosted Libraries, Amazon Route 53, and more. Explore Coats Financial Planning, Inc.'s tech stack below.

Amazon Web Services
Cloud Hosting
Google Hosted Libraries
Content Delivery Network
Amazon Route 53
Domain Name Services
Google Workspace
Email
HTML5 Mobile Boilerplate
Mobile Application Development Platforms
Sqreen
Security
Google Tag Manager
Tag Management
YouTube
Video Players

Coats Financial Planning, Inc.'s Email Address Formats

Coats Financial Planning, Inc. uses at least 4 email formats:

Coats Financial Planning, Inc. Email Formats	Example	Percentage
First@coatsfinancialplanning.com	John@coatsfinancialplanning.com	43%
First.Last@coatsfinancialplanning.com	John.Doe@coatsfinancialplanning.com	28%
FirstLast@coatsfinancialplanning.com	JohnDoe@coatsfinancialplanning.com	15%
Middle@coatsfinancialplanning.com	Michael@coatsfinancialplanning.com	14%

Frequently Asked Questions

What is Coats Financial Planning, Inc.'s phone number?

You can contact Coats Financial Planning, Inc.'s main corporate office by phone at

+1-502-426-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Coats Financial Planning, Inc.'s official website and social media links?

Coats Financial Planning, Inc.'s official website is coatsfinancialplanning.com and has social profiles on LinkedIn.

How much revenue does Coats Financial Planning, Inc. generate?

As of September 2026, Coats Financial Planning, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Coats Financial Planning, Inc.'s NAICS code?

Coats Financial Planning, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Coats Financial Planning, Inc. have currently?

As of September 2026, Coats Financial Planning, Inc. has approximately 6 employees across 1 continents, including North America. Key team members include Financial Planner: Z. C. Explore Coats Financial Planning, Inc.'s employee directory with LeadIQ.

What industry does Coats Financial Planning, Inc. belong to?

Coats Financial Planning, Inc. operates in the Financial Services industry.

What technology does Coats Financial Planning, Inc. use?

Coats Financial Planning, Inc.'s tech stack includes Amazon Web Services, Google Hosted Libraries, Amazon Route 53, Google Workspace, HTML5 Mobile Boilerplate, Sqreen, Google Tag Manager and YouTube.

What is Coats Financial Planning, Inc.'s email format?

Coats Financial Planning, Inc.'s email format typically follows the pattern of First@coatsfinancialplanning.com. Find more Coats Financial Planning, Inc. email formats with LeadIQ.

When was Coats Financial Planning, Inc. founded?

Coats Financial Planning, Inc. was founded in 2000.

Coats Financial Planning, Inc.

Q: What technology does Coats Financial Planning, Inc. use?

Coats Financial Planning, Inc.'s tech stack includes HTML5 Mobile Boilerplate, YouTube, jQuery, Sqreen, Express.

Q: What is Coats Financial Planning, Inc.'s NAICS code?

Coats Financial Planning, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesKentucky, United States2-10 Employees

Coats Financial Planning, Inc. is a financial services firm based in Louisville, Kentucky, focused on providing fee-only financial planning and investment advice. The company emphasizes independent, objective reviews of clients’ financial situations and aims to build long-term relationships through ongoing retainer arrangements. With a team of CFP® professionals, the firm highlights tax planning, retirement strategy, and low-cost, tax-efficient investing as core areas of value, positioning itself as a planner-first practice that seeks to optimize clients’ assets over time while maintaining a long-term investment perspective. The firm serves clients across Kentucky, Indiana, Florida, and multiple other states, reflecting a regional reach beyond its local footprint.