The $ Coach, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$172,932
Clients
3
0% high-net-worth
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
3
LowAverage account size
$57,644
About
The $ Coach, LLC provides investment supervisory services and financial planning primarily to individuals and high‑net‑worth individuals. The firm also offers business consulting on an hourly basis and publishes educational content, including a YouTube series (“Money Talk with Brian”) and a book used in client education.
Portfolios are managed on a non‑discretionary basis — the brochure reports $0 in discretionary assets and $172,932 in non‑discretionary assets — and the adviser documents client goals and risk tolerance in an Investment Policy Statement and seeks client permission prior to each transaction. The $ Coach employs charting, fundamental, and technical analysis and may use a wide range of strategies, from long‑term investing to short sales, margin transactions, and options writing.
Noteworthy for a solo adviser, the firm combines public education and business consulting with an investment program that permits higher‑risk instruments and does not impose an account minimum. The firm permits client‑directed brokerage, limits custody to direct fee deductions, and discloses that it no longer provides discretionary trading services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
General business consulting
Expertise
Options & derivatives strategies
Active portfolio management
Real estate investing
Fee options
Fixed financial planning fees up to $2,500
$1 - $10,000: 0.06% per month Over $10,000+: 0.06% per month
Up to $175 per hour for financial planning services; business consulting fees paid as services are provided
Fee-only: Fixed fees up to $2,500 for financial plans; hourly fees up to $175 for financial planning and business consulting
Main office location
The $ Coach, LLC
El Dorado Hills CA, United States
Number of offices
1
Most active in
The $ Coach, LLC has reported serving >5 clients in these states in the last 12 months.
California
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.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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