Advisor at The Personal Wealth Coach
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 Personal Wealth Coach
Location
Salado, TX 76571
Credentials
CFP®, Series 63
Industry experience
< 1 year
Samantha Varacalli is a CFP® certificant affiliated with The Personal Wealth Coach in Salado, TX. She has less than one year of industry experience and has held roles at Northwestern Mutual Wealth Management Company and other firms since 2024. The Personal Wealth Coach serves individuals, families, trusts, foundations, and employer-sponsored retirement plans, providing investment portfolio design, discretionary portfolio management, and limited financial planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing strategic asset allocation and fund selection guided by Morningstar ratings and management criteria.
Based on The Personal Wealth Coach
Based on The Personal Wealth Coach
$0 - $250,000: 1.50% $250,000 - $500,000: 1.30% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.10% $5,000,000 - $10,000,000: 1.00% $10,000,000+: 0.50%
Additional fees may be charged for comprehensive financial plans or business plans, up to $500 in advance
Account minimum: $1,000,000 Minimum fee: Minimum annual retainer fee commonly charged, amount negotiable Fee-only: Portfolio management fees based on AUM and possible additional fees for financial plans or specialized advice
918 North Main Street
Salado, TX 76571
Texas · Virginia
Matthew Perry
2025 - Present (1 year)
Northwestern Mutual Wealth Management Company
2025 - Present (1 year)
Joel Philpott
2025 - Present (1 year)
Amber Hieger
2025 - Present (1 year)
Maynard Hudson
2024 - Present (2 years)
Brian Tieman
2024 - Present (2 years)
James Reed
2024 - Present (2 years)
Northwestern Mutual Investment Services LLC
2024 - Present (2 years)
Daisy Tieman
2024 - Present (2 years)
William Pelch
2024 - Present (2 years)
Peter Bondioli
2024 - Present (2 years)
Kevin Frost
2024 - Present (2 years)
Kevin Frost
2024 - 2024 (1 year)
Unemployed
2024 - 2024 (1 year)
First United Methodist Church
2023 - 2024 (1 year)
Unemployed
2023 - 2023 (1 year)
The Trust Company
2018 - 2023 (5 years)
Kevin Frost
2016 - 2018 (2 years)
Peter Bondioli
2016 - 2018 (2 years)
Jesse Barge
2016 - 2017 (1 year)
Kevin Frost
2015 - 2016 (1 year)
Student
2014 - 2018 (4 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, Series 65
Harker Heights, TX
De Rosa Asset Management, LLC
Series 63, Series 65
Belton, TX
Burr Financial Services, LLC
CFP®, Series 63
Salado, TX
The Personal Wealth Coach
Series 63, Series 65
Salado, TX
The Personal Wealth Coach
Series 65, Series 66
Temple, TX
Journey Advisory Group, LLC
Series 66
Georgetown, TX
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