# My Financial Coach, LLC

> My Financial Coach, LLC is a state-registered investment advisory firm in Midland, MI, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 290344
- Filed as: MY FINANCIAL COACH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Midland, MI
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290344
- AdvisorCensus page: https://advisorcensus.com/firm/my-financial-coach-llc-midland-mi-290344

## Quick answers

**How is My Financial Coach, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), My Financial Coach, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is My Financial Coach, LLC located?**
My Financial Coach, LLC's principal office is in Midland, MI, according to its Form ADV.

**Is My Financial Coach, LLC registered with the SEC or a state?**
My Financial Coach, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 290344.

**How much does My Financial Coach, LLC manage?**
My Financial Coach, LLC reports $54,085,022 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does My Financial Coach, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (14); corporations or other businesses not listed above (2).

**Does My Financial Coach, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290344

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $54,085,022
- Discretionary: $54,085,022
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $22,901,738 |
| High net worth individuals | 14 | $31,183,284 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | Not reported |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: HI, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myfinancial.coach

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. My Financial Coach, LLC (CRD 290344): Form ADV filing data as of October 2026.