Financial Coach

FC ADVISORY, LLC, operating as "Financial Coach" and "New Wealth Project," is a fiduciary firm established in February 2014 in Pennsylvania. The firm offers financial planning and portfolio management services tailored to different client segments. Financial Coach caters to retirees or those nearing retirement, while New Wealth Project serves young families and emerging professionals. Financial planning services include developing personalized strategies and ongoing management. The firm primarily invests in mutual funds and ETFs, managing accounts on a discretionary basis. Clients pay a one-time planning fee and an annual asset-based advisory fee based on a tiered schedule. FC Advisory does not participate in wrap fee programs and has over $346 million in discretionary assets under management. The firm's investment strategies are based on client goals, risk tolerance, and market analysis, with a focus on providing prudent advice and avoiding conflicts of interest. FC Advisory does not accept performance-based fees and maintains a transparent fee structure. Clients receive regular account statements and have the option to select their custodian. The firm's Code of Ethics ensures compliance with regulations and ethical standards. FC Advisory does not compensate non-advisory personnel for client referrals and does not accept voting authority for client securities. The firm has a clean disciplinary record and no financial conditions impairing its ability to meet client commitments.