Coats Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Coats Wealth Management is a newly established registered investment adviser that provides discretionary portfolio management, comprehensive financial planning, and investment consulting to individuals (including both non‑high‑net‑worth and high‑net‑worth clients), families, small business owners, professionals, and institutional clients. As of April 2025 the firm reports no assets under management and positions its services around individualized client engagements and consulting assignments.
The firm’s investment process emphasizes fundamental analysis, diversified asset allocation with both strategic and tactical adjustments, and a long‑term purchase orientation, with discretionary authority used to implement client portfolios consistent with stated objectives and risk tolerance. Client oversight is delivered through scheduled account reviews that scale by account size and through regular written performance reporting provided to clients on a quarterly basis.
Distinctive features include a hybrid fee framework that pairs flat‑fee arrangements for smaller accounts with asset‑based fees for larger portfolios, and the availability of hourly consulting for discrete planning needs—an arrangement less common among firms in this category. Leadership brings an atypical mix of advanced legal and business education and varied senior operating experience across industries and international roles, and the firm emphasizes periodic written client communications as part of its reporting and service model.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
General retirement planning
General estate planning guidance
General tax planning
Occupation focus
Retired
Founder/Business Owner
Fee options
Portfolio management fees for accounts $150,000 and under are flat quarterly fees ranging from $300 to $2,000 depending on account size; Financial planning flat fees as above
$0 - $150,000: $300 quarterly (flat fee) $150,001 - $250,000: $600 quarterly (flat fee) $250,001 - $500,000: $900 quarterly (flat fee) $500,001 - $750,000: $1,500 quarterly (flat fee) $750,001 - $1,000,000: $2,000 quarterly (flat fee) $1,000,001 - $2,000,000: 0.75% annually on assets in this tier $2,000,001 - $5,000,000: 0.65% annually on assets in this tier $5,000,001 - $10,000,000: 0.50% annually on assets in this tier $10,000,001+: 0.35% annually on assets in this tier
$300 per hour for consulting services
Account minimum: $50,000 Fee-only: Financial planning: Basic Retirement Plan $750 (reduced to $450 for income below $100,000), Comprehensive Financial Plan $1,000, Annual Plan Update $450; Hourly Consultation $300
Main office location
Coats Wealth Management
65 S Presidio Dr
Gilbert AZ 85233, United States
Number of offices
1
Most active in
Coats Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")