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- Custodian
- Betterment ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2014
- Office Locations
- 1
Office Locations
About Waller Financial Coaching
Waller Financial Coaching is a Chico, CA-based financial planning firm serving families with active, endurance-sport lifestyles. Led by CFP Board-accredited, NAPFA-aligned planner Justin Chade Waller, the practice delivers goal-based planning and portfolio guidance with an ETF-heavy approach complemented by fixed income. Clients can access planning via RightCapital and investment accounts through Betterment and Fidelity; the firm also hosts the Money Mile podcast.
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Owner & Executives
JUSTIN CHADE WALLER
Chief Compliance Officer, Financial Planner, President
- CRD
- #3098675
- Ownership
- 75% or more
DEBORAH WALLER
--
- CRD
- --
- Ownership
- 5% but less than 10%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,868,880 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,868,880 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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