T
Thunderbird Financial Coaching
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Thunderbird Financial Coaching serves public servants, private-sector employees, business owners, professionals, and their families with fee-based financial coaching, planning, portfolio analysis, and the option to move retirement or investment balances to third‑party passive investment managers. The firm functions primarily through co‑advisory and third‑party manager relationships rather than by taking custody or discretionary control of client accounts.
The firm's investment approach emphasizes passive, asset‑class diversification, rebalancing, and investor education while expressly avoiding individual securities selection, market timing, or wrap accounts. Portfolio recommendations are informed by third‑party analysis tools (AssetMark/Efficient Advisors and Matson Money software) that evaluate asset class weights, historical risk (standard deviation), and hypothetical performance to align allocations with a client’s risk profile.
Compared with many investment manager peers, the firm routinely offers educational formats and coaching (including seminars/workshops and ongoing education) and provides non‑typical engagement types for this adviser category, such as hourly and project‑based fee arrangements in addition to asset‑based co‑advisory compensation. It also discloses adviser selection and referral relationships—including a compensated co‑advisor/solicitor role with third‑party managers and an affiliated tax‑preparation business—which it documents as potential conflicts when recommending other professionals.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
Passive / index investing
Cash flow / budgeting
Occupation focus
Public Service Employee
Founder/Business Owner
Demographic focus
Values-based investing
Fee options
Project fees with retainer agreed upon prior to contract
0.99% annually
$150.00 per hour
Fee-only: Hourly fee of $150.00 for advice and coaching; project fees vary with retainer required
Main office location
Thunderbird Financial Coaching
6015 Glenbeigh Dr
Sylvania OH 43560, United States
Number of offices
1
Most active in
Thunderbird Financial Coaching has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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