Ira Work
Ira Work is a ChFC-designated registered investment advisor at First Financial Coaching, INC., based in Nashville, TN, with 23 years of industry experience. Ira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,512 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may vary or be reduced at the firm's discretion, and different fee structures may apply based on historical agreements or co-adviser arrangements. We can negotiate fees and the timing of payment for Clients investing over $1 million with Matson Money. Fees for Clients and the timing of payment could be negotiable under special circumstances in our discretion.
Fee Estimator
Location
Nashville, TN
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2025Customer Dispute
December 2002Other Business Activities
Ira is a managing partner at Work to Fly LLC, a leasing business, since February 2023. He spends minimal time paying bills for the company.
Employment History
Current Registrations
First Financial Coaching, INC.
Previous Registrations
Paul Winkler, INC.
Work Financial Group, INC.
Independent Advisers Group CORP
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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