IW
ChFC

Ira Mitchell Work

22 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
878 clients
Average Client Portfolio
$319K average
Assets Under Management
$279.7M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.00%
$1.0M - $4.0M0.75%
$4M+0.50%

Fees can be negotiated and the timing of payment for Clients investing over $1 million with Matson Money. Fees for Clients and the timing of payment could be negotiable under special circumstances in our discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$250 - $1,000
Hourly Rate:$150/hr

First Financial Coaching (FFC) receives a portion of the revenue from Matson Money for clients in a Co-Advisory Agreement. Financial analysis services are offered at $150/hour or a fixed fee ($250-$1000, or higher depending on complexity). FFC's fees for private account asset allocation range from 2.00% on the first $500,000 to 0.50% on amounts over $4 million. Effective in 2018, the maximum allowable fee for all new clients is 1.2%. A flat fee schedule can be negotiated up to 1%. Fees may vary or be reduced at the firm's discretion, and different fee structures may apply based on historical agreements or co-adviser arrangements.

Areas of Practice
Retirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

1639 Medical Ctr. Pkwy, Suite 109, Murfreesboro, TN, 37129

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2025
Customer Dispute
December 2002
Settled
Other Business Activities

Ira is a managing partner at Work to Fly LLC, a leasing business, since February 2023. He spends minimal time paying bills for the company.

Employment History
Current Registrations
First Financial Coaching, INC.
March 2025 - Present · 10 mos
Previous Registrations
Paul Winkler, INC.
March 2009 - April 2025 · 16 yrs 1 mo
Work Financial Group, INC.
November 2004 - December 2017 · 13 yrs 1 mo
Independent Advisers Group CORP
January 2001 - December 2002 · 1 yr 11 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.