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Michael Traynor

Financial Coach
27 Years of Experience
West Chester, PA
View SEC Summary
View SEC Summary

Michael Traynor is a CFA-designated registered investment advisor at Financial Coach, based in West Chester, PA, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 9 more. Their firm serves 253 clients with $400M in assets under management.

Financial Coach
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
253 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$397.3M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.10%

Rates shown reflect the Financial Coach division schedule. The New Wealth Project division offers a separate tiered schedule starting at 0.75% for the first $1 million with a $2,500 minimum annual advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

940 E. Boot Rd., Suite 101, West Chester, PA, 19380

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael operates FC Advisory LLC under a DBA. He also uses "Financial Coach" as a DBA for his LPL business, dedicating full-time hours to it.

Employment History
Current Registrations
Financial Coach
May 2014 - Present · 12 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
June 2014 - January 2017 · 2 yrs 7 mos
Nsx Securities LLCBroker
February 2009 - January 2012 · 2 yrs 11 mos
The Keystone Equities Group, L.P.Broker
October 2006 - February 2007 · 4 mos
Sig Index Specialists, LLCBroker
October 2002 - May 2004 · 1 yr 7 mos
Susquehanna Financial Group, LllpBroker
February 2001 - October 2004 · 3 yrs 8 mos
Vanguard Marketing CorporationBroker
September 1993 - January 2001 · 7 yrs 4 mos
Hibbard Brown & CO., INC.Broker
December 1991 - April 1992 · 4 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
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