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Your Retirement Coach, Inc. (Marietta)


Your Retirement Coach, Inc. is a mid-sized advisory firm based in Marietta. It manages $67.9 million of regulatory assets for 708 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Georgia.

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Your Retirement Coach provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Your Retirement Coach: assets under management

The assets under management (AUM) of Your Retirement Coach, Inc. is $67.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $95.9 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Your Retirement Coach, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Marietta

The principal office where Your Retirement Coach, Inc. performs its advisory services is located at 540 Powder Springs Street, Marietta, GA 30064, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770.427.5227 or by fax 770.919.2076. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.yourretirementcoach.com.


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