Brian Belcastro
The $ Coach · El Dorado Hills, California
Brian Belcastro is a fee-only financial advisor at The $ Coach in El Dorado Hills, California. Brian charges a percentage of assets and hourly fees.
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Facts
| Firm | The $ Coach |
|---|---|
| Based in | El Dorado Hills, California |
| Fee model | Percentage of assets · Hourly |
| Assets under management | $173K across 4 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3178382 |
| Exams passed | Series 66 (1999) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | themoneycoachllc.com |
How Brian's firm compares
- The $ Coach's average account is about $43,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Brian
Is Brian Belcastro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and The $ Coach reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets and hourly fees.
Where is Brian Belcastro based?
Brian Belcastro is based in El Dorado Hills, California.
Is Brian Belcastro registered with the SEC?
Yes. Brian Belcastro is registered as an investment adviser representative in CA (CRD 3178382), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does The $ Coach manage?
The $ Coach reports $173K across 4 accounts in assets under management.
How do I contact Brian Belcastro?
Through Brian's website, themoneycoachllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in El Dorado Hills
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The $ Coach website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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