Advisor at First Financial Coaching, Inc.
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Firm
First Financial Coaching, Inc.
Location
Harlingen, TX 78552
Credentials
Series 65
Industry experience
1 year
Mathew Reed is a Series 65 licensed advisor at First Financial Coaching, Inc. in Harlingen, TX, with one year of industry experience. His prior roles include positions at Vincero, Champion Teamwear, and EcoPools. Outside of his advisory work, he is involved in a pizza sales and delivery business. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm offers primarily non-discretionary advice and financial analysis, emphasizing investment education and workshops alongside collaboration with a third-party asset manager for discretionary portfolio management.
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
1251 N. Stuart Place Road
Harlingen, TX 78552
Texas
First Financial Coaching
2023 - Present (3 years)
Vincero
2023 - 2023 (1 year)
Champion Teamwear
2022 - 2023 (1 year)
EcoPools
2022 - 2022 (1 year)
Rountree Mentoring
2021 - 2022 (1 year)
Bath Planet
2021 - 2021 (1 year)
Bob Mills Furniture
2019 - 2021 (2 years)
Enterprise Rent A Car
2018 - 2019 (1 year)
Unemployed
2018 - 2019 (1 year)
Students for Liberty
2017 - 2018 (1 year)
Gravity Strategic Communications
2016 - 2017 (1 year)
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
Harlingen, TX
First Financial Coaching, Inc.
Series 63, Series 65
Harlingden, TX
First Financial Coaching, Inc.
Series 63, Series 65
Harlingen, TX
Virtue Capital Management, LLC
Series 66
Harlingen, TX
Ameriprise
Series 63
Weslaco, TX
Ameriprise
Series 63, Series 65
Harlingen, TX
LPL Financial
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