Bruce Beckett
My Financial Coach · Midland, Michigan
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- High earners
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 |
| Accepting new clients | Yes |
| Assets under management | $54.1M across 379 accounts |
| SEC registration | Investment adviser representative in HI, MI · CRD 6867322 |
| Exams passed | Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.myfinancial.coach |
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Questions about Bruce
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- My Financial 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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