# Jeffrey Mastronardo

> Jeffrey Mastronardo is a fee-only financial advisor at Financial Coach Group in West Chester, Pennsylvania, who holds the CFP credential. Jeffrey charges a one-time planning fee and an ongoing planning fee (one-time plans from $5,000) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/jeffrey-mastronardo/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Financial Coach Group
- **Based in:** West Chester, Pennsylvania
- **Fee model:** One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from $5,000
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $397.3M across 774 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4062720 (https://adviserinfo.sec.gov/individual/summary/4062720)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (2000), Series 66 (2003)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://financialcoachgroup.com

## Frequently asked questions

### Is Jeffrey Mastronardo a fee-only financial advisor?

Yes. Jeffrey Mastronardo is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeffrey's firm.

### How does Jeffrey Mastronardo charge for financial advice?

Jeffrey Mastronardo charges a one-time planning fee and an ongoing planning fee.

### How much does Jeffrey Mastronardo charge?

According to Financial Coach Group's website, checked October 28, 2026: one-time plans from $5,000.

### Where is Jeffrey Mastronardo based?

Jeffrey Mastronardo is based in West Chester, Pennsylvania.

### What does Jeffrey Mastronardo specialize in?

Jeffrey Mastronardo's specialties include retirement planning, tax planning and estate & legacy planning. Jeffrey works with retirees and pre-retirees.

### What credentials does Jeffrey Mastronardo hold?

Jeffrey Mastronardo holds the CFP credential.

### Is Jeffrey Mastronardo registered with the SEC?

Yes. Jeffrey Mastronardo is registered as an investment adviser representative in PA and TX (CRD 4062720), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Financial Coach Group manage?

Financial Coach Group reports $397.3M across 774 accounts in assets under management.

### How do I contact Jeffrey Mastronardo?

Through Jeffrey Mastronardo's website, financialcoachgroup.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39698): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.financialcoachgroup.com/): specialties, clients served, and fees, checked October 28, 2026

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