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Financial Coaching Partners LLC
Financial Coaching Partners LLC is a New York-based RIA providing financial coaching and planning services to individuals and families.
Financial Coaching Partners LLC
Financial Coaching Partners LLC was founded in New York and registered as an RIA with the SEC. The firm's name reflects its stated emphasis on coaching over traditional portfolio management, though details on its founding team, specific wealth origin, and governance structure are not publicly disclosed. The firm's strategy centers on financial planning and behavioral coaching for affluent individuals and families. It likely offers a mix of investment management, tax planning, and estate planning services, though no specific asset classes, portfolio companies, or co-investors are documented in public records. The geographic footprint appears concentrated in the New York metropolitan area. Team size and total assets under management are not publicly reported. No additional offices, adjacent vehicles like philanthropic foundations, or recent operational events (e.g., hires, regulatory filings) have been identified in public sources. The firm appears to operate as a standalone RIA without affiliation to a larger financial institution. Financial Coaching Partners' structural differentiator is its explicit focus on financial coaching as a service model, distinguishing it from traditional RIAs that prioritize investment returns. The firm's governance and succession structure are unknown, but the coaching-centric approach may appeal to clients seeking holistic financial guidance.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
What services does Financial Coaching Partners LLC offer?
Financial Coaching Partners LLC provides financial planning and coaching services to individuals and families. The firm emphasizes behavioral coaching rather than traditional asset management, focusing on client education and guidance through financial decisions (per the firm's SEC registration, public record).
Who are the principals at Financial Coaching Partners LLC?
The principals of Financial Coaching Partners LLC are not publicly disclosed in available sources. The firm's ownership and management structure remain opaque, with no named professionals found in SEC filings or firm materials as of 2026.
How is Financial Coaching Partners LLC structured?
Financial Coaching Partners LLC is registered as a Registered Investment Adviser (RIA) with the SEC, operating as a limited liability company. The firm's legal structure and any parent-subsidiary relationships are not publicly documented.
What is the firm's investment philosophy?
Financial Coaching Partners LLC positions itself as a financial coaching firm, suggesting a focus on personalized planning and behavioral guidance over active investment management. Specific investment strategies or asset allocation approaches are not detailed in public sources.
Does Financial Coaching Partners LLC serve high-net-worth clients?
The firm likely serves affluent individuals and families given its New York location and coaching focus, but no public disclosures specify minimum asset thresholds or client demographics.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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