Financial Coach
Firm details
- Headquarters
- West Chester, Pennsylvania
- CRD number
- 170478
- Registered since
- February 26, 2015
- Website
- financialcoachgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.7%
- Individuals28.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Coach is a small, independent registered investment adviser formed as an LLC and operating since 2015. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee mix includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, indicating a hybrid advice model that can accommodate both ongoing asset management relationships and project-based planning work. The firm is not a multi-state adviser, pension consultant, or capital allocator, and it does not describe itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Rebecca Mulhern
Chief Compliance OfficerCRD 5897778
Contacts
3 of 5
Owen Mulhern
Partner, Senior AdvisorCRD 4292082
Meghan Tait
Financial CoachCRD 6159712
Michael Traynor
Sr. Wealth AdvisorCRD 2194135
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$381M in ETFs
95%
$362M
<1%
$19.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $40.4M | 459,040 | 10.59% |
Location
West Chester, PA
Chester
Location
West Chester, PA
Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 940 E Boot Rd
- Time zone
- ET (UTC-5)
- Office locations
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