# Bruce Beckett

> Bruce Beckett is a fee-only financial advisor at My Financial Coach in Midland, Michigan. Bruce focuses on retirement planning, estate & legacy planning and tax planning. My Financial Coach reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bruce-beckett/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** My Financial Coach
- **Based in:** Midland, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $54.1M across 379 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Pre-retirees, Retirees, High earners
- **CRD:** 6867322 (https://adviserinfo.sec.gov/individual/summary/6867322)
- **SEC registration:** Investment adviser representative in HI, MI
- **Exams passed:** Series 65 (2017)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.myfinancial.coach

## Frequently asked questions

### Is Bruce Beckett a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and My Financial Coach reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bruce charge for financial advice?

Bruce's firm, My Financial Coach, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Does Bruce work with clients virtually?

Yes. My Financial Coach says on its website that it works with clients remotely.

### Where is Bruce Beckett based?

Bruce Beckett is based in Midland, Michigan.

### What does Bruce specialize in?

Bruce's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Bruce works with pre-retirees, retirees and high earners.

### Is Bruce Beckett registered with the SEC?

Yes. Bruce Beckett is registered as an investment adviser representative in HI and MI (CRD 6867322), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does My Financial Coach manage?

My Financial Coach reports $54.1M across 379 accounts in assets under management.

### How do I contact Bruce Beckett?

Through Bruce's website, www.myfinancial.coach.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6867322): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://myfinancial.coach/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.