Advisor at First Financial Coaching, Inc.
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
First Financial Coaching, Inc.
Location
Harlingen, TX 78550
Credentials
Series 63, Series 65
Industry experience
29 years
William Reed is a financial advisor at First Financial Coaching, Inc. in Harlingen, TX, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors, Inc. from 2010 to 2017. Outside of advising, Reed serves as president of a municipal utility district board. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm delivers primarily non-discretionary investment advice and partners with a third-party asset manager for discretionary portfolio management, while emphasizing financial education and analysis.
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 North Stuart Place Road
Harlingen, TX 78550
Texas
Triad Advisors, Inc
2010 - 2017 (7 years)
First Financial Coaching, Inc.
2009 - Present (17 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 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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