Wordhouse Wealth Coaching
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
293
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
147
Average account size
$0
About
Wordhouse Wealth Coaching works with individual clients across a range of financial situations, offering ongoing wealth coaching, financial education classes, portfolio analyses (Portfolio MRI®), and recommendation and monitoring of third‑party advisers. The firm positions itself as the client’s financial coach and planner, providing periodic reviews, written analyses, and a regularly distributed newsletter as part of its client education services.
The firm’s investment approach is grounded in a Free Market philosophy and a proprietary FMIA/MRI process that emphasizes evidence‑based, globally diversified portfolios built on Modern Portfolio Theory and the Efficient Frontier. Implementation and trading are handled by a designated third‑party RIA using these principles, with portfolios rebalanced periodically and advice focused on long‑term discipline rather than market timing.
Notably, Wordhouse does not directly manage or custody client assets and instead operates in a co‑advisory/coaching role while a third‑party adviser executes and bills for investment management, a structure that is less common among supported firms. The combination of its self‑authored newsletter, no‑fee educational classes and Portfolio MRI®, and a referral program that donates a portion of related revenue to nonprofits are additional practices that distinguish it from many peers.
Client services
Expertise
Fee options
$0 - $500,000: 0.84% $500,000 - $1,000,000: 0.75% $1,000,000 - $4,000,000: 0.60% $4,000,000+: 0.39%
Account minimum: $10 Fee-only: Fee-only advisor; no commissions for selling products.
Main office location
Wordhouse Wealth Coaching
Wayland MI, United States
Number of offices
3
Most active in
California · Georgia · Indiana · Maryland · Michigan · Ohio · Oregon · Texas · Washington
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:
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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
Quick links
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