The Personal Wealth Coach
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$219,592,454
Total clients
230
3% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
77
Average account size
$954,750
About
The Personal Wealth Coach provides fiduciary investment advisory services to individuals, families, trusts, foundations, and privately held companies, offering discretionary portfolio management, financial planning, and business-planning services. The firm manages approximately $219 million in discretionary assets across roughly 230 client relationships and also advises on employer‑sponsored retirement accounts and sub‑accounts within variable contracts.
Investment management is centered on Modern Portfolio Theory: portfolios are modeled across 20+ asset classes using Markowitz optimization, with fund selection guided by Morningstar categories and ratings and a preference for mid‑cap domestic equity allocations while generally limiting growth/blend exposures. Each client receives an Investment Policy Statement and ongoing monitoring, with periodic allocation reviews (monthly/quarterly) and optimization or rebalancing when drift or valuation deviations warrant (the firm cites a ~10% drift threshold).
Compared with many peers, the firm combines a relatively small, three‑advisor team with institutional‑scale AUM and offers ancillary business services such as business valuation and equilibrium‑price analysis alongside investment management. It also routinely manages or advises on accounts held at third‑party custodians (e.g., Pershing) and provides third‑party management for variable contract sub‑accounts (e.g., Nationwide), negotiates fee/minimum arrangements on a case‑by‑case basis, and maintains a formal code of ethics and fiduciary practice.
Client services
Expertise
Fee options
$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
Main office location
The Personal Wealth Coach
918 North Main Street
Salado TX 76571, United States
Number of offices
1
Most active in
Florida · Louisiana · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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