Advisor at First Financial Coaching, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Financial Coaching, Inc.
Location
Buda, TX 78610
Credentials
CFP®, Series 63, Series 65
Industry experience
34 years
Becky Walker is a CFP® with 34 years of industry experience. She is currently with First Financial Coaching, Inc. and Leigh Baldwin & Co., LLC, having previously worked at Osaic Wealth, Inc., Triad Advisors, Inc., and Wealth Strategies Inc. She is also the owner of a general agency specializing in life and health insurance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, often collaborating with third-party managers for discretionary portfolio management while emphasizing investment education and workshops.
Based on First Financial Coaching, Inc.
Fixed fees generally ranging from $250 to $1,000 for financial analysis or special projects
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.00% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%
$150 per hour
Fee-only: Fixed fees for financial analysis services generally ranging from $250 to $1,000, hourly fees at $150 per hour
142 Cimarron Park Loop, Suite F
Buda, TX 78610
Texas
Leigh Baldwin & Co., LLC
2025 - Present (1 year)
First Financial Coaching, Inc.
2025 - Present (1 year)
OSAIC
2024 - 2025 (1 year)
Triad Advisors, Inc.
2013 - 2024 (11 years)
Wealth Strategies Inc
1991 - 2025 (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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