Relevant Financial Advisors LLC
Relevant Financial Advisors LLC (CRD# 174465) is a financial advisory firm headquartered in Elkhart, IN. They manage $22,827,585 in 114 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts114ACCOUNTS
Average Account Value$200,242
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Aaron Coates (CRD# 2690089) is an Investment Advisor Representative working at Relevant Financial Advisors LLC in Elkhart, IN and has over 22 years of experience in the finance industry. Aaron Coates has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.