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Mayo Fitzhugh IV

Advisor at First Financial Coaching, Inc.

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First Financial Coaching, Inc. logo

Firm

First Financial Coaching, Inc.

Location

Southport, NC 28451

Credentials

Series 63, Series 65

Industry experience

15 years

About

Mayo Fitzhugh is a financial advisor at First Financial Coaching, Inc. in Southport, NC, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Financial Coaching since 2015. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm delivers non-discretionary investment recommendations and partners with a third-party manager for discretionary portfolio management, while emphasizing investment education and financial analysis.

Client services

Based on First Financial Coaching, Inc.

Selection of other advisers Educational seminars or workshops Financial analysis

Occupation focus

Based on First Financial Coaching, Inc.

Founder/Business Owner

Fee options

Fixed

Fixed fees generally ranging from $250 to $1,000 for financial analysis or special projects

Percentage

$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%

Project-based

$150 per hour

Other

Fee-only: Fixed fees for financial analysis services generally ranging from $250 to $1,000, hourly fees at $150 per hour

Location

112 E. Moore Street, Suite 5

Southport, NC 28451

Most active in

North Carolina

Work history

First Financial Coaching, Inc.

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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