# Richard Arbury

> Richard Arbury is a fee-only financial advisor at My Financial Coach in Midland, Michigan. Richard 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.

Page: https://find.wellspent.co/advisors/richard-arbury/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $54.1M across 379 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Pre-retirees, Retirees, High earners
- **CRD:** 7334891 (https://adviserinfo.sec.gov/individual/summary/7334891)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2021)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.myfinancial.coach

## Frequently asked questions

### Is Richard Arbury a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard 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 Richard charge for financial advice?

Richard'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 Richard work with clients virtually?

Yes. My Financial Coach says on its website that it works with clients remotely.

### Where is Richard Arbury based?

Richard Arbury is based in Midland, Michigan.

### What does Richard specialize in?

Richard's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Richard works with pre-retirees, retirees and high earners.

### Is Richard Arbury registered with the SEC?

Yes. Richard Arbury is registered as an investment adviser representative in MI (CRD 7334891), 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 Richard Arbury?

Through Richard's website, www.myfinancial.coach.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7334891): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://myfinancial.coach/): specialties, clients served, and fees, checked October 30, 2026

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