Coach Pete D'Arruda

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About Coach Pete D'Arruda

Known as "Coach Pete" on the radio, Mr. D'Arruda has over 32 years in the financial arena with NO complaints. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey.

He has authored 8 books and co-authored 8. Two of his books have reached the best-sellers list on Amazon. The most noteworthy book, Successonomics, is one that Coach Pete co-authored with Steve Forbes. But, by far, his favorite book just happens to be his most recent, 7 Baby Steps to a ridiculously Reliable Retirement Income. His newest book, AMERICA ASKS COACH is a great read as well.

He has just been named to the prestigious Forbes Leadership Council and will be submitting at least 6 articles a year to Forbes. He is a graduate of The University of North Carolina.

He is a proud father of daughter, Caroline, age 19 with his wife, Kim.

A+ rating with the BBB (Better Business Bureau) and the National Ethics Association.

See Disclosures

General Information

Firm Start Year

1992

No. of Employees

10-19

CRD#

2756672

Firm CRD#

144374

Insurance License#

701175

States Licensed in

NCVASC

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Income Planning has been at the heart of each plan that Coach Pete and his team have designed over the years. Find out how you can get a reliable, safe, and guaranteed income stream today for you and your family!

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

RFC^®, RICP^®, MRFC

Securities Licenses

Series 65, Series 6

Insurance and Annuity Licenses

Life, Long Term Care, Annuity, Disability

Financial Organization Memberships

Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA)

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Advisor's Number of Clients

500+

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Hourly, Flat Fee, Commissions

Fee % Based on Assets

0.07

Hourly Rate

$299

Additional Details on Charges

Only charge a planning fee when agreed upon in advance.

Minimum Fee Charged for Managed Accounts

$100

Minimum Fee Charged for Hourly Planning Accounts

$250

Education

BA - Political Science/ Economics

UNC Chapel Hill
1984 -1988

Disclosures

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https://www.capitalfinancialusa.com/home/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1884802/paladinregistry-Capital-Financial-Advisory-Group,-LLC-detailed-disclosure.html

Disclaimer

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