The Personal Wealth Coach

The Personal Wealth Coach (CRD# 144588) is a financial advisory firm headquartered in Salado, TX. They manage $148,075,470 in 745 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    745
    ACCOUNTS
  • Average Account Value
    $198,759
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
  • 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

Jacob McClure (CRD# 2740184) is an Investment Advisor Representative working at The Personal Wealth Coach in Salado, TX and has over 17 years of experience in the finance industry.

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

Jeffrey McClure (CRD# 1089802) is an Investment Advisor Representative working at The Personal Wealth Coach in Salado, TX and has over 37 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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