Owen Mulhern
Financial Coach · West Chester, Pennsylvania
Owen Mulhern is a fee-only financial advisor at Financial Coach in West Chester, Pennsylvania, who holds the CFP 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 | CFP |
| SEC registration | Investment adviser representative in PA · CRD 4292082 |
| Exams passed | Series 63 (2000) · Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.financialcoachgroup.com |
How Owen'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 Owen
Is Owen Mulhern a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Owen 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 Owen charge for financial advice?
Owen's firm, Financial Coach, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Owen Mulhern based?
Owen Mulhern is based in West Chester, Pennsylvania.
What credentials does Owen Mulhern hold?
Owen Mulhern holds the CFP credential.
Is Owen Mulhern registered with the SEC?
Yes. Owen Mulhern is registered as an investment adviser representative in PA (CRD 4292082), 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 Owen Mulhern?
Through Owen'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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