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First Financial Coaching, Inc.

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Total assets under management

$279,664,257

Total clients

878

8% high-net worth

Total advisors

10

of 10 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

88

Average account size

$318,524

Client services

Selection of other advisers Educational seminars or workshops Financial analysis

Fee options

Fixed

Fixed fees for financial analysis or special projects generally range from $250 to $1,000, negotiated and agreed upon in written agreement.

Percentage

$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%

Project-based

$150.00 per hour for financial analysis services, negotiated and agreed upon in writing.

Other

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.

Disclosures

More info

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

Main office location

First Financial Coaching, Inc.

144 South Main St.

Mt. Clemens MI 48043, United States

Number of offices

5

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 586-463-1880

Advisors at this firm

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William R

Series 63, Series 65

Harlingen, TX

First Financial Coaching, Inc.
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Jeffrey F

CFP®, Series 63

Mt. Clemens, MI

First Financial Coaching, Inc.
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Michael S

Series 63, Series 65

Mt. Clemens, MI

First Financial Coaching, Inc.
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Ira W

ChFC®, Series 63, Series 65

Tullahoma, TN

First Financial Coaching, Inc.
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Jonathan F

Series 65

Mt. Clemens, MI

First Financial Coaching, Inc.
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Becky W

CFP®, Series 63, Series 65

Buda, TX

First Financial Coaching, Inc.
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Alan S

Series 65

Buda, TX

First Financial Coaching, Inc.
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Jamie S

Series 66

Buda, TX

First Financial Coaching, Inc.
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Frank O

Series 63, Series 65

Fontana, WI

First Financial Coaching, Inc.
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Mathew R

Series 65

Harlingen, TX

First Financial Coaching, Inc.
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Janet H

Series 63, Series 65

Harlingden, TX

First Financial Coaching, Inc.
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Mayo F

Series 63, Series 65

Mt. Clemens, MI

First Financial Coaching, Inc.
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Thomas B

CFP®, ChFC®, Series 66

North Charleston, SC

First Financial Coaching, Inc.
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Jimmy B

ChFC®, Series 63

Belfry, KY

First Financial Coaching, Inc.
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