Advisor at The $ Coach, LLC
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
The $ Coach, LLC
Location
El Dorado Hills, CA
Credentials
Series 66
Industry experience
26 years
Brian Belcastro is the principal advisor at The $ Coach, LLC, an independent firm based in El Dorado Hills, CA. He holds a Series 66 designation and has 26 years of industry experience. He has led The $ Coach since 2011. The firm combines traditional portfolio management and financial planning with business consulting and public educational outreach, including a recurring YouTube series and a published book. The $ Coach serves individual and high-net-worth clients through ongoing portfolio management and financial planning, using a mix of charting, fundamental, and technical analysis. The firm manages accounts primarily on a non-discretionary basis and integrates business consulting alongside its investment services.
Based on The $ Coach, LLC
Based on The $ Coach, LLC
Fixed fees up to $2,500 for financial planning
$1 - $10,000: Up to $30 per quarter Over $10,000+: 1.50% annually
Up to $175 per hour for financial planning and business consulting
Minimum fee: Up to $30 per quarter for accounts with $1 - $10,000 Fee-only: Fixed fees up to $2,500 for financial planning; hourly fees up to $175 for financial planning and business consulting
El Dorado Hills, CA
California
The $ Coach, LLC
2011 - Present (15 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.
Series 63, Series 65
Loomis, CA
JC Financial Services
Series 63, Series 65
Cameron Park, CA
MP3 Finance LLC
Series 63, Series 65
Cameron Park, CA
Faulkner Financial Planning, LLC
Series 63, Series 65
Roseville, CA
Covered Edge Asset Management, LLC
CFP®, Series 65
Newcastle, CA
Castellan Financial Advisors
Series 65
Gold River, CA
Alpha Retirement Wealth, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")