# Financial Coach

> Financial Coach is an SEC-registered investment advisory firm in West Chester, PA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 170478
- Filed as: FINANCIAL COACH
- Legal name: FC Advisory, LLC
- Also doing business as: FINANCIAL COACH, NEW WEALTH PROJECT, THE FINANCIAL COACH GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Chester, PA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170478
- AdvisorCensus page: https://advisorcensus.com/firm/financial-coach-west-chester-pa-170478

## Quick answers

**How is Financial Coach compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Coach reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Coach located?**
Financial Coach's principal office is in West Chester, PA, according to its Form ADV.

**Is Financial Coach registered with the SEC or a state?**
Financial Coach is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 170478.

**How much does Financial Coach manage?**
Financial Coach reports $397,315,080 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Financial Coach's assets and staff changed since 2021?**
In the Form ADV data for Financial Coach: Regulatory assets under management: $222,975,352 in the October 2021 data and $397,315,080 in the October 2026 data, up 78%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Financial Coach serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (81).

**Which custodians does Financial Coach use?**
Financial Coach's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Financial Coach report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170478

**What changed in Financial Coach's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $346,775,812 to $397,315,080 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $397,315,080
- Discretionary: $397,206,336
- Non-discretionary: $108,744

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 172 | $112,453,807 |
| High net worth individuals | 81 | $284,861,273 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, MD, NH, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialcoachgroup.com
- thenewwealthproject.com
- Facebook @FINANCIALCOACHGROUP
- Facebook @newwealthproject
- Instagram @newwealthproject
- LinkedIn @FINANCIALCOACH
- LinkedIn @new-wealth-project
- X @FINCOACHGROUP
- X @newwealthpro

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $222,975,352 | 7 | January 7, 2021 |
| October 2022 | $268,955,376 | 7 | March 8, 2022 |
| October 2023 | $239,502,652 | 7 | March 16, 2023 |
| October 2024 | $300,771,728 | 7 | February 6, 2024 |
| October 2025 | $346,775,812 | 7 | January 15, 2025 |
| October 2026 | $397,315,080 | 7 | March 18, 2026 |

Regulatory assets under management: $222,975,352 in the October 2021 data and $397,315,080 in the October 2026 data, up 78%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $346,775,812 to $397,315,080 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Coach (CRD 170478): Form ADV filing data as of October 2026.