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).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $200,242
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Relevant Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Aaron S. Coates
CRD#: 2690089
216 West High Street, Elkhart, IN 46516
96
Wealthminder
score

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.

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