R.E.A.L. Coach
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
R.E.A.L. Coach provides comprehensive retirement and financial planning, qualified plan consulting, and educational seminars and workshops, and assists clients with selection of third‑party money managers through non‑discretionary co‑advisory arrangements. Its client base, as described in the brochure, includes individuals, small businesses, small business retirement plans, corporations, and other financial professionals.
The firm operates on a non‑discretionary model in which it prepares a Money Manager Questionnaire and recommends unaffiliated money managers who typically implement Fund‑of‑Funds allocations of no‑load mutual funds using modern portfolio theory and passive asset‑allocation principles, with periodic rebalancing. R.E.A.L. Coach emphasizes written plans, coordination with a client’s advisory team, and annual reviews rather than proprietary stock selection or market timing.
Distinctive aspects include the adviser’s concurrent licensure and business activities as a real estate broker, mortgage broker, and insurance agent, and disclosure that recommendations for those products or services may generate additional income and potential conflicts of interest. The firm also charges hourly fees for planning work, offers workplace financial‑wellness programs and seminars, and highlights a mix of credentials and prior experience (including auditing, IT risk/cybersecurity and specialized estate/divorce designations) that inform its approach.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Discounted fixed fee of $1,800 for preparation of a comprehensive R.E.A.L. Plan
Standard hourly rates range from $180 to $325 per hour, with a typical minimum billing of $45 per 1/4 hour
Fee-only: Financial planning fees based on hourly rates ranging from $180 to $325 per hour; discounted fixed fee of $1,800 for a comprehensive R.E.A.L. Plan (estimated 20 hours or less)
Main office
Garden Grove CA
Advisors at this office
1
Most active in
California
Also doing business as
Garden Park Finance · R.E.A.L. Coach · Real Estate Assets And Liabilities Coach · Retirement Coach · Wilson, Jan Daly
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Forms ADV
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