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).
Total Assets Under Management114MILLION
Total Number of Accounts760ACCOUNTS
Average Account Value$149,364
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
FL, LA, TX, VA
Jacob McClure (CRD# 2740184) is an Investment Advisor Representative working at The Personal Wealth Coach in Salado, TX and has over 12 years of experience in the finance industry.
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.