THE PERSONAL WEALTH COACH

918 North Main Street
Salado, Texas 76571
Tel: 254-947-1111

About THE PERSONAL WEALTH COACH

THE PERSONAL WEALTH COACH, formally registered with the SEC as THE PERSONAL WEALTH COACH. The firm was established in 07/27/2007. They have over 1 offices throughout the country.

THE PERSONAL WEALTH COACH is a Salado, Texas based Financial Planning firm with nearly $200,409,267 assets under management, offering retirement planning & investment advisory services to 823 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144588
SEC#	801-68174
Assets Managed by Firm	$200,409,267
No. of Clients	823
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	823	$200,409,267
Individuals (other than high net worth individuals)	224	$156,130,458
High net worth individuals	7	$40,284,136
Corporations or other businesses	3	$3,994,673

More Retirement Planning firms in Salado, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Salado, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.