Richard Arbury
My Financial Coach · Midland, Michigan
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- High earners
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 |
| Accepting new clients | Yes |
| Assets under management | $54.1M across 379 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7334891 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.myfinancial.coach |
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Questions about Richard
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.
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
- My Financial Coach website : specialties, clients served, and fees, checked October 30, 2026
- 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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