Fee-only adviser · Gilbert, AZ
Coats Wealth Management
Coats Wealth Management is a fee-only investment adviser registered with the securities regulator of Arizona, with its main office in Gilbert, Arizona. On its latest Form ADV, filed July 17, 2025, it reports 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Arizona |
|---|---|
| Firm CRD number | 336335 |
| Office | 65 S Presidio DR Gilbert, AZ 85233 |
| Phone | (617) 913-3019 |
| Website | www.coatswm.com |
| Regulatory assets under management | Not reported |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 17, 2025 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Gilbert
- Clarity Wealth Management, L.L.C. $237M
- Transition Financial Advisors Group, LLC $301M
- W Wealth Advisors $18M
- Finco Investment Services, Inc. $50M
- Kingdom Wealth Advisers $34M
- VM Jones Financial Consulting, L.L.C. $50M
See all 10 fee-only advisers in Gilbert →
Nearby
- Mesa 9 firms
- Chandler 12 firms
- Tempe 10 firms
- Fountain Hills 2 firms
- Paradise Valley 1 firm
- Phoenix 49 firms
- Scottsdale 78 firms
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