THE FINANCIAL COACHING GROUP, INC.

Overview

The Financial Coaching Group, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. The firm operates as a capital allocator, directing client capital across public markets and third‑party alternative managers, and also acts as an insurance broker, integrating insurance solutions into client plans. Fee arrangements are flexible: a percentage of assets under management supplemented by hourly and fixed fees for planning or advisory projects. Investment activity centers on equity exposure: the firm reports a strong preference for exchange‑traded equities as the primary implementation vehicle. As a non‑ESG investor and a single‑state adviser in regulatory filings, the firm emphasizes straightforward equity allocation and the use of external managers to fill specialized or illiquid sleeve needs. Its advisory model includes selecting outside managers and products on behalf of clients rather than building all sleeves in‑house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices