How does the advisor help clients – Key Takeaways:
FAMILY WEALTH CONSULTANTS, INC. is a leading financial advisory firm that helps clients achieve their financial goals through personalized, comprehensive wealth management services. Their team of experienced financial experts provides a wide range of services and solutions to help clients build and protect their wealth for generations to come.
FAMILY WEALTH CONSULTANTS, INC. believes in taking a holistic approach to financial planning, considering all aspects of a client’s financial life including investments, taxes, insurance, estate planning, and more. They work closely with each client to develop a customized plan that aligns with their unique financial goals and objectives.
Facts and Insights
Founded in 2005, FAMILY WEALTH CONSULTANTS, INC. has over 15 years of experience in the financial industry. They currently have over $1 billion in assets under management and a team of 30 skilled and knowledgeable advisors.
Their client retention and satisfaction rates are consistently high, which is a testament to the quality of their services and the trust they have built with their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 30 | 15 years |
Financial Services Offered
FAMILY WEALTH CONSULTANTS, INC. offers a wide range of financial services to help clients build and protect their wealth. Some of their key services include:
- Comprehensive financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Cash flow management
Client Types
FAMILY WEALTH CONSULTANTS, INC. works with a diverse range of clients, including individuals, families, and small business owners. They have experience working with clients from various industries and income levels, allowing them to tailor their services to the unique needs of each client.
Fees & Compensation
FAMILY WEALTH CONSULTANTS, INC. operates as a fee-only firm, which means they do not earn commissions for the products or services they recommend. This ensures that their advice is unbiased and in the best interest of their clients. They charge a percentage of assets under management as their fee, with rates varying depending on the complexity of the client’s financial situation.
Background
The team at FAMILY WEALTH CONSULTANTS, INC. is made up of highly qualified and experienced financial advisors. They hold various certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This demonstrates their commitment to providing the highest level of expertise and professionalism to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FAMILY WEALTH CONSULTANTS, INC. is legally required to disclose any potential conflicts of interest to their clients. They have a strict code of ethics that prioritizes the best interests of their clients, and they adhere to all regulatory guidelines to ensure full transparency and accountability.