Financial Coach Group
West Chester, Pennsylvania
Financial Coach Group at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 7 employees and 253 individual clients, 81 of them high net worth.
- Its average account is about $513,000 (assets it manages divided by its 774 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | West Chester, Pennsylvania |
|---|---|
| Website | financialcoachgroup.com |
| [email protected] | |
| Phone | (484) 887-0452 |
Questions about Financial Coach Group
How much does Financial Coach Group charge?
Financial Coach Group publishes these prices: one-time plan: from $5,000. We found this on its website, checked October 28, 2026.
How is Financial Coach Group paid?
Financial Coach Group's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Financial Coach Group have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Financial Coach Group.
What is the average account at Financial Coach Group?
Financial Coach Group's average account is about $513,000. That's the assets on its Form ADV divided by its 774 accounts.
What does Financial Coach Group specialize in?
Financial Coach Group's advisors and website list retirement planning, tax planning and estate & legacy planning.
Is Financial Coach Group accepting new clients?
Yes, according to Financial Coach Group's website, checked October 28, 2026.
Financial Coach Group fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,000 |
|---|---|
| How it charges | One-time plans or projects · Ongoing planning fee |
In the firm's words
"Typically a $5,000 planning fee, discussed openly before you decide anything." source
"Typically a $5,000 planning fee, discussed openly before you decide anything." source
"We'll partner with you through retirement – helping you plan ahead, manage investments, and execute your gameplan." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $397 million |
| Individual clients | 172 |
| High-net-worth clients | 81 |
| Accounts managed | 774 |
| Employees | 7 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-81042) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 170478 |