M
My Financial Coach Planning, LLC
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 with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
My Financial Coach Planning, LLC provides a technology-driven financial coaching platform and related advisory services primarily to employers and their employees, as well as to charitable organizations and corporations, with limited individual investment account activity. Services are delivered by CFP® professionals through the firm’s online MFC platform and SmartTech tools and include financial planning, benefit-integration, ongoing coaching and legacy planning.
The firm emphasizes education and workplace-benefit integration, using certified financial coaches to build and monitor plans while linking clients to licensed subject-matter experts for implementation. MFCP does not custody client assets or accept discretionary trading authority; implementation of investment recommendations is typically carried out by clients or third-party advisers.
Distinctive for a firm in the investment-manager category, MFCP discloses arrangements to recommend or select other investment advisers and to refer clients to product providers (including insurance and investment firms), and it may receive referral compensation from those SMEs or product providers. The firm also departs from the common percentage-of-assets model used by many peers, relying instead on onboarding, subscription and employer platform fees and reporting that it currently does not maintain assets under management.
Client services
Financial planning
Selection of other advisers
Expertise
Wealth management
Equity compensation tax strategy
Retirement plans for business owners (SEP, solo 401k)
Fee options
Minimum fee: One-Time Onboarding Fee (amount not specified, waived or discounted in certain circumstances) Fee-only: Monthly recurring fee for individual plans (amount not specified, cancellable at any time); Corporate Plans: $2,500 Annual Platform Fee plus $500-$1,000 per employee annually
Main office location
My Financial Coach Planning, LLC
4745 N 7 Th St, Suite 235
Phoenix AZ 85014, United States
Number of offices
1
Most active in
My Financial Coach Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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