The Wealth Coach provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
The Wealth Coach reports 233 clients. They include 222 individual clients, 8 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 100.0% ($220M across 883 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 79% |
| High-net-worth individuals | 3% | 20% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 222 | $173M | 78.7% | $778K |
| High-net-worth individuals | 8 | $43.2M | 19.7% | $5.4M |
| Corporations and other businesses | 3 | $3.68M | 1.7% | $1.23M |
| Total | 233 | $220M | 100% | $942K |
- Clients
- 222
- Regulatory AUM
- $173M
- AUM share
- 78.7%
- Avg. per client
- $778K
- Clients
- 8
- Regulatory AUM
- $43.2M
- AUM share
- 19.7%
- Avg. per client
- $5.4M
- Clients
- 3
- Regulatory AUM
- $3.68M
- AUM share
- 1.7%
- Avg. per client
- $1.23M
Total
- Clients
- 233
- Regulatory AUM
- $220M
- AUM share
- 100%
- Avg. per client
- $942K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
The Wealth Coach charges 0.50%–1.50% for its Portfolio management. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$250K | 1.50% |
| $250K–$500K | 1.30% |
| $500K–$1M | 1.25% |
| $1M–$5M | 1.10% |
| $5M–$10M | 1.00% |
| $10M and above | 0.50% |
Fee details and sources
Jeffrey McClure owns 50% to 75% of The Wealth Coach. The leadership team of The Wealth Coach includes Chief Compliance Officer Calli Jochum. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of The Wealth Coach, LLC
Jeffrey McClure
Control person · since December 2025
- Owns 10% to 25% of The Wealth Coach, LLC
Jacob McClure
Control person · since November 2025
- Owns 5% to 10% of The Wealth Coach, LLC
Deaone Prall
since January 2009
The Wealth Coach’s regulatory assets grew from $166M (February 2021) to $220M (February 2026); clients were 233 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $220M | 233 | 3 | 1 |
| Feb 2025February 2025 | $200M | 234 | 3 | 1 |
| Mar 2024March 2024 | $187M | 231 | 3 | 1 |
| Feb 2023February 2023 | $173M | 241 | 3 | 1 |
| Jun 2022June 2022 | $185M | 242 | 3 | 1 |
| Feb 2021February 2021 | $166M | 235 | 3 | 1 |
Besides its headquarters, The Wealth Coach has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 918 North Main Street, SaladoHQ
Contact and registration details
- Legal name
- The Wealth Coach, LLC
- Headquarters
- 918 North Main Street, Salado, TX 76571
- Website
- tpwc.com
- Phone
- 254-947-1111
- @thepersonalwealthcoach
- SEC file
- 801-68174
- Founded
- 2007
- Structure
- Texas LLC
- Fiscal year end
- December
The Wealth Coach’s named custodians for separately managed accounts are Pershing ($160M, 84%) and Nationwide Securities ($30.6M, 16%). The Wealth Coach does not have custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $160M84%
- Nationwide SecuritiesNationwide Securities, LLC · Grandview Heights, OH · $30.6M16%
At year end, The Wealth Coach’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks2%
- Funds93%
- Cash5%
How many clients does The Wealth Coach have?
The Wealth Coach has 233 clients and manages $220 million for them, as of February 2026. They include 222 individual clients, 8 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does The Wealth Coach offer?
The Wealth Coach provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does The Wealth Coach charge?
The Wealth Coach charges 0.50%–1.50% for its Portfolio management. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: THE PERSONAL WEALTH COACH® BROCHURE, filed 27 February 2026
Which custodians does The Wealth Coach use?
The Wealth Coach’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $160M and Nationwide Securities, LLC (Grandview Heights, OH), with $30.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does The Wealth Coach have?
The Wealth Coach has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Wealth Coach invest in?
At the end of its last fiscal year, The Wealth Coach’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 2% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Wealth Coach?
The Wealth Coach’s direct owners are Jeffrey McClure (50% to 75%), Jacob McClure (10% to 25%) and Deaone Prall (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does The Wealth Coach get paid?
The Wealth Coach is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Wealth Coach?
The Wealth Coach’s main office is at 918 North Main Street, Salado, TX 76571. Its phone number is 254-947-1111. Its website is tpwc.com.
