THE PERSONAL WEALTH COACH
SEC RegisteredIf you think about it, investors only need two things from Wall Street: someone they can trust, someone they can count on.
About the firm
The Personal Wealth Coach is an SEC Registered Investment Adviser established in 2007 by Jeff and Jake McClure to provide unbiased, fee-based fiduciary advice and investment management to clients. The firm offers personalized financial coaching that empowers individuals to manage their finances effectively, with a focus on budgeting, investment, and wealth-building strategies through customized plans and regular consultations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial coaching, investment management, budgeting, wealth-building strategies, customized portfolio design, and regular consultations emphasizing education and accountability.
Who they serve
Individuals seeking to manage their finances effectively, including those with employer-sponsored retirement plan limitations and existing investments with liquidation restrictions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 222 | $173M |
| High Net Worth Individuals | 8 | $43M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.50% |
| Next $250,000 ($250,000 to $500,000) | 1.30% |
| Next $500,000 ($500,000 to $1,000,000) | 1.25% |
| Next $4,000,000 ($1,000,000 to $5,000,000) | 1.10% |
| Next $5,000,000 ($5,000,000 to $10,000,000) | 1.00% |
| Amounts over $10,000,000 | 0.50% |
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE PERSONAL WEALTH COACH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched