The Personal Wealth Coach

The Personal Wealth Coach (CRD# 144588) is a financial advisory firm headquartered in Salado, TX. They manage $113,516,677 in 760 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    760
    ACCOUNTS
  • Average Account Value
    $149,364
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, TX, VA

Financial Advisors at The Personal Wealth Coach
Showing 1 - 2 of 2 top financial advisors.
1
Jacob A. McClure
CRD#: 2740184
918 North Main Street, Salado, TX 76571
93
Wealthminder
score

Jacob McClure (CRD# 2740184) is an Investment Advisor Representative working at The Personal Wealth Coach in Salado, TX and has over 13 years of experience in the finance industry.

2
Jeffrey W. McClure
CRD#: 1089802
918 North Main Street, Salado, TX 76571
86
Wealthminder
score

Jeffrey McClure (CRD# 1089802) is an Investment Advisor Representative working at The Personal Wealth Coach in Salado, TX and has over 33 years of experience in the finance industry. Jeffrey McClure has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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