The Personal Wealth Coach

Wealth Management Firm in Bell County, TX

Firm Info
Address: 918 N Main St, Salado, TX 76571, USA
Phone: (254) 947-1111

Firm Size
Assets Under Management: $199.3 million
# of Advisors: 2
# of Clients: 801
Client to Advisor Ratio: 401:1
Average Account Size: $248,772
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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The Personal Wealth Coach Overview

The Personal Wealth Coach is a registered investment advisory firm based in Salado, TX. Since its inception in 2007, the firm has been providing investment advice only to individuals and small businesses. As a fee-only firm, The Personal Wealth Coach is focused solely on their clients' best interests, avoiding potential conflicts of interest that may arise with commission-based models. The firm offers a range of services, including financial planning, portfolio management, and pension consulting for individuals and small businesses. Their financial planning services are designed to help clients identify their financial goals and develop comprehensive plans to achieve these goals. The portfolio management services include investment management for individuals and small businesses, ensuring that their investments align with their financial goals. Their pension consulting services provide advice on pensions for small businesses and individuals. With a decade of experience, The Personal Wealth Coach has established a reputation for being a trusted, reliable source of investment advice. Their team of financial advisors is committed to providing personalized, client-focused services that meet their clients' financial needs and goals. By providing investment advice only, they offer an independent perspective on investment opportunities, providing clients with peace of mind and confidence in their investment decisions.

THE PERSONAL WEALTH COACH is a premier financial planning firm, catering to a diverse range of clientele. The firm serves individuals, high net worth individuals, and other corporation types not listed. The Personal Wealth Coach understands that each client has unique financial goals and requirements, and therefore, offers personalized solutions that cater to their specific needs. They believe in building long-term relationships with their clients, and hence, their services entail consistent communication and regular reviews to ensure that their clients stay on track towards their financial goals. When it comes to fee structures, The Personal Wealth Coach offers a range of options, depending on the service provided. For clients who require investment management services, the firm charges a percentage of assets under management (AUM) as their fee. This structure allows for a transparent and performance-based fee calculation, which is beneficial for both the client and the firm. For clients who require financial planning or consulting services, The Personal Wealth Coach offers hourly fee structures, which are charged based on the amount of time spent on the project. Lastly, the firm also offers fixed fees for specific projects, which are determined based on the scope and complexity of the project. With these flexible fee structures, The Personal Wealth Coach ensures that their clients receive the best value for their money, while also maintaining their financial integrity.

Typical Clients, Fee Structures & Investment Minimum

The Personal Wealth Coach's Part 2 Brochure notes that their normal minimum initial portfolio size per new client relationship is $1,000,000. However, the managing members have the authority to waive this minimum investment. The firm also waives the minimum portfolio size for family members of existing clients.

How This Office Can Help Bell County, TX Residents

LPL Financial is a premier provider of investment and wealth management services, boasting a vast array of resources, tools, and strategies designed to help clients in Rutherford County, TN navigate the complex and ever-changing financial landscape. Whether you are just starting to build your wealth or are looking to maximize your portfolio's performance, LPL Financial helps you identify your financial objectives, assess your risk tolerance, and create a comprehensive plan tailored to your unique situation. Residents of Rutherford County, TN face a wide range of financial challenges, from saving for retirement, managing debt, and budgeting for college, to planning for unexpected expenses and protecting their assets from market fluctuations. LPL Financial understands these challenges and works closely with each client to develop a customized financial roadmap that meets their specific needs and goals. With a focus on providing personalized advice and expertise, LPL Financial is committed to helping clients in Rutherford County, TN achieve financial success, security, and peace of mind.

To view the Minimum Investment and Fee Schedule for The Personal Wealth Coach, visit their Part 2 Brochure.

Services Offered by The Personal Wealth Coach

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by The Personal Wealth Coach most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 918 N Main St, Salado, TX 76571, USA
Phone (254) 947-1111
Opening Hours
  • Mon 8:30 AM–5:30 PM
  • Tue 8:30 AM–5:30 PM
  • Wed 8:30 AM–5:30 PM
  • Thu 8:30 AM–5:30 PM
  • Fri 8:30 AM–5:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

The Personal Wealth Coach is registered to service clients in the following states:

  • Florida
  • Louisiana
  • Texas
  • Virginia

Disciplinary History

The Personal Wealth Coach does not have any disclosures. Please visit it's Form ADV for more details.