Michael Traynor
Financial Coach · West Chester, Pennsylvania
Michael Traynor is a fee-only financial advisor at Financial Coach in West Chester, Pennsylvania, who holds the CFA credential. Financial Coach reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Coach |
|---|---|
| Based in | West Chester, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $397.3M across 774 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 2194135 |
| Exams passed | Series 63 (2014) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.financialcoachgroup.com |
How Michael's firm compares
- Financial Coach's average account is about $513,000, from its Form ADV (assets managed divided by 774 accounts).
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Questions about Michael
Is Michael Traynor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Financial Coach reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Financial Coach, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Traynor based?
Michael Traynor is based in West Chester, Pennsylvania.
What credentials does Michael Traynor hold?
Michael Traynor holds the CFA credential.
Is Michael Traynor registered with the SEC?
Yes. Michael Traynor is registered as an investment adviser representative in PA (CRD 2194135), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Coach manage?
Financial Coach reports $397.3M across 774 accounts in assets under management.
How do I contact Michael Traynor?
Through Michael's website, www.financialcoachgroup.com.
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
- 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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