Company Information

Get to know My Fiduciary Coach

My Fiduciary Coach is the public-facing brand (DBA) for Core Planning, an SEC Registered Investment Adviser (RIA) based in Tulsa, Oklahoma. The firm was founded to provide specialized, fiduciary-level financial guidance to current and retired U.S. federal government employees, helping them navigate the complexities of their unique benefits and retirement systems, such as the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS). Their mission is to offer comprehensive financial planning, investment management, and retirement coaching to help clients achieve their financial goals with confidence.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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My Fiduciary Coach

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.