Jeffrey Mastronardo
Financial Coach Group · West Chester, Pennsylvania
Jeffrey Mastronardo is a fee-only financial advisor at Financial Coach Group in West Chester, Pennsylvania, who holds the CFP credential.
- $5,000
- One-time plan, from
- $397M
- Firm assets managed
- $513,000
- Firm's average account
- 2000
- First securities exam
What Jeffrey focuses on
Who Jeffrey works with
- Retirees
- Pre-retirees
How does Jeffrey's firm compare?
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A one-time plan starts at $5,000, above the Pennsylvania median of $1,695 for fee-only firms that publish prices.
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Financial Coach Group's average account is about $513,000, from its Form ADV (assets managed divided by 774 accounts).
Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $397.3M across 774 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 4062720 |
| Exams passed | Series 63 (2000) · Series 66 (2003) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | financialcoachgroup.com |
| Profile |
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Other fee-only advisors in West Chester
Other advisors in Pennsylvania who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Financial Coach Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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