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
Tullahoma, TN 37388
Credentials
ChFC®, Series 63, Series 65
Industry experience
23 years
Fixed fees for financial analysis or special projects generally range from $250 to $1,000, negotiated and agreed upon in written agreement.
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
$150.00 per hour for financial analysis services, negotiated and agreed upon in writing.
Account minimum: No minimum explicitly required by First Financial Coaching, Inc.; however, third-party asset managers (TPAMs) may require minimum account balances which can be reduced or waived at their discretion. Fee-only: Fixed fees for financial analysis services range generally from $250 to $1,000 (may be higher depending on complexity). Hourly fees charged at $150/hour.
First Financial Coaching, Inc.
2025 - Present (1 year)
Paul Winkler, Inc.
2008 - 2025 (17 years)
Work Financial Group, Inc.
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Tullahoma, TN
Edward Jones
Series 63, Series 66
Manchester, TN
Edward Jones
Series 66
Tullahoma, TN
Edward Jones
CFP®, Series 66
Tullahoma, TN
Edward Jones
ChFC®, Series 66
Shelbyville, TN
Edward Jones
Series 63
Tullahoma, TN
Financial Management Advisors, Inc.
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