A complete list of active advisors currently associated with The $ Coach, LLC

Warmer can help you find a great advisor at The $ Coach, LLC or one who fits your needs even better.

The $ Coach, LLC provides investment supervisory services and financial planning primarily to individuals and high‑net‑worth individuals. The firm also offers business consulting on an hourly basis and publishes educational content, including a YouTube series (“Money Talk with Brian”) and a book used in client education. Portfolios are managed on a non‑discretionary basis — the brochure reports $0 in discretionary assets and $172,932 in non‑discretionary assets — and the adviser documents client goals and risk tolerance in an Investment Policy Statement and seeks client permission prior to each transaction. The $ Coach employs charting, fundamental, and technical analysis and may use a wide range of strategies, from long‑term investing to short sales, margin transactions, and options writing. Noteworthy for a solo adviser, the firm combines public education and business consulting with an investment program that permits higher‑risk instruments and does not impose an account minimum. The firm permits client‑directed brokerage, limits custody to direct fee deductions, and discloses that it no longer provides discretionary trading services.

To learn more about the advisors currently working at The $ Coach, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brian Belcastro	El Dorado Hills, CA	27

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