MY FINANCIAL COACH, LLC
Firm details
- Headquarters
- MIDLAND, Michigan
- CRD number
- 290344
- Website
- myfinancial.coach
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI57.66%
- Individuals42.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
My Financial Coach, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm works with both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its billing approaches are flexible and include asset‑based fees, hourly engagements, fixed fees and performance‑based arrangements. The adviser does not emphasize ESG integration and does not present itself as a multi‑state or pension consultant adviser; it also does not act as a capital allocator or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds50%
- Exchange Traded Equities41%
- US Government Bonds5%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Bruce Beckett
Chief Compliance Officer - Co-FounderCRD 6867322
Contacts
2 of 2Richard Arbury
Investment Adviser RepresentativeCRD 7334891
Mark Fetterolf
Co-Founder & Financial AdvisorCRD 5903834
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIDLAND, MI
MIDLAND
Location
MIDLAND, MI
Headquartered in MIDLAND, MI, anchoring the Saginaw-Midland-Bay City, MI metro in the Midwest.
- Metro area
- Saginaw-Midland-Bay City, MI
- Region
- Midwest
- County
- MIDLAND
- Address
- 3320 Ridgecrest Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
FERRIS FINANCIAL SERVICES, L.L.C.
RIAMIDLAND, MI
GREAT LAKES INVESTMENT ADVISORS INC.
RIAMIDLAND, MI
THE WOLTER GROUP, INC.
RIALIVONIA, MI
HARTWELL & COMPANY
RIASAINT JOSEPH, MI
TRINITY WEALTH SOLUTIONS LLC
RIASTERLING HEIGHTS, MI
RAIDER DENNIS AGENCY
RIAFARMINGTON, MI