Coats Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Service Fee Basic Retirement Plan $750* Comprehensive Financial Plan $1,000 Annual Plan Update $450 Hourly Consultation $300 Basic Retirement Plan fee reduced to $450 for individuals with annual income below $100,000 Financial planning fees are credited towards the first year's portfolio management fees for clients…”

Flat or project fee

$450

From the same sentence as above.

Annual fee

$1,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Coats Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be negotiable in certain circumstances.”
• “Payment of Fees Investment management fees are calculated quarterly and billed quarterly in advance.”
• “If a client terminates our services during a billing period, we will refund the unearned portion of any prepaid fees on a pro-rata basis.”

How Coats Wealth Management’s fees compare

• Its hourly rate of $450 is above the Arizona median of $275. 86% of the 195 other Arizona planners that publish an hourly rate charge less.
• 15 of the 15 other planners in Gilbert that publish an hourly rate charge less.
• Its flat or project fee of $450 is below the Arizona median of $3,100. 2% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 1 of the 14 other planners in Gilbert that publish a flat or project fee charge less.
• Its annual fee of $1,000 is below the Arizona median of $10,000. None of the 43 other Arizona planners that publish an annual fee charge less.

About Coats Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336335

Website

coatswm.com (opens in new tab)

Phone

(617) 913-3019

Other planners in Gilbert that publish fees

• Brightguide FinancialGilbert$299⁠-⁠$4,999
• Build Wealth PartnersGilbert$300/hr, $1,000/mo
• Clarity Wealth Management, L.L.C.Gilbert$150⁠-⁠$250/hr
• Clear Skies FinancialGilbert$150/hr, $1,000⁠-⁠$2,000
• Cox Advisors, LLCGilbert$150/hr, $295⁠-⁠$2,995
• East Valley Wealth LLCGilbert$300⁠-⁠$500/hr, $2,000⁠-⁠$10,000

Compare all 27 planners in Gilbert