Financial Coach fees and pricing

Financial planner in West Chester, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 18, 2026, Financial Coach charges an annual fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $2,500/yr; “Financial Plan Implementation through New Wealth Project requires a minimum $2,500 annual Advisory Fee.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed on a pro-rata annualized basis quarterly in advance.”
“Financial Plan Development fees that are collected in advance will be refunded based on the prorated amount of work completed at the point of termination.”
“Fees paid in advance will be returned within fourteen (14) days to the client via check or return deposit back into the client’s account.”

Its annual fee of $2,500 is below the Pennsylvania median of $6,000. 24% of the 74 other Pennsylvania planners that publish an annual fee charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 253
Employees: 7
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $397,315,080
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 170478
Website: twitter.com/fincoachgroup (opens in new tab)
Phone: (484) 887-0452

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.