Advisor at My Financial 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
My Financial Coach, LLC
Location
Midland, MI 48642
Credentials
Series 65
Industry experience
5 years
Richard Arbury is a Series 65-licensed financial advisor with My Financial Coach, LLC in Midland, Michigan, where he has worked since 2021. He has five years of industry experience. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities, advising on a limited range of investment types. The firm combines fundamental and technical analysis with modern portfolio theory and offers both ongoing account management and one-time financial plans.
Based on My Financial Coach, LLC
Negotiated fixed fee for financial planning between $0 and $10,000.
$1 - $1,000,000: 0.95% $1,000,001+: 0.85%
Between $0 and $400 per hour for financial planning services.
20% performance fee on capital appreciation for qualified clients, in addition to 0.85% AUM fee.
Fee-only: Negotiated fixed financial planning fees between $0 and $10,000; hourly financial planning fees between $0 and $400 per hour.
3320 Ridgecrest Road, Suite 300
Midland, MI 48642
Michigan
My Financial Coach, LLC
2021 - Present (5 years)
None
2011 - 2021 (10 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.
CFP®, Series 63
Freeland, MI
Reitz Capital Advisors LLC
CFA®, ChFC®, Series 63, Series 65
Midland, MI
Ferris Financial Services, L.L.C.
Series 66
Midland, MI
My Financial Coach, LLC
Series 65
Midland, MI
My Financial Coach, LLC
ChFC®
Midland, MI
RFM Financial Solutions, LLC
Series 65
Midland, MI
Great Lakes Investment Advisors Inc.
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