Fee-only adviser · Salado, TX
The Personal Wealth Coach
The Personal Wealth Coach is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Salado, Texas. On its latest Form ADV, filed February 27, 2026, it reports $220M in regulatory assets under management, 230 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 144588 · SEC file 801-68174 |
| Office | 918 North Main Street Salado, TX 76571 |
| Phone | (254) 947-1111 |
| Website | www.tpwc.com |
| Regulatory assets under management | $220M |
| Individual clients | 222 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Bartlett 1 firm
- Georgetown 4 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at The Personal Wealth Coach? Update this listing.