Family Wealth Counselors, LLC.
Family Wealth Counselors, LLC. is a highly successful and reputable financial consulting firm that helps clients achieve their financial goals through personalized wealth management strategies. With a team of experienced professionals, they assist clients in creating and maintaining their wealth by providing comprehensive financial planning, investment advice, and tax planning services.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized wealth management strategies
- Offers comprehensive financial planning services
- Gives investment advice
- Assists with tax planning
Facts and Insights
Founded in 1995, Family Wealth Counselors, LLC. has over 25 years of experience in the financial industry. With assets under management of over $500 million and a team of five experienced advisors, they have a proven track record of helping clients achieve their financial goals. Their focus is on creating long-term relationships with clients and providing them with personalized solutions that cater to their unique financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $500 million | 5 |
Financial Services Offered
Family Wealth Counselors, LLC. offers a wide range of financial services to assist clients in achieving their financial goals. These services include comprehensive financial planning, investment management, retirement planning, tax planning, estate planning, and risk management. Their experienced team works closely with each client to understand their individual needs and develop tailored strategies to help them achieve their financial objectives.
Client Types
Family Wealth Counselors, LLC. serves a diverse group of clients including high-net-worth individuals, families, and small businesses. They have expertise in working with clients in various industries and understand the unique challenges and opportunities they may face. Their personalized approach and extensive knowledge make them a sought-after financial advisor for clients seeking to grow and preserve their wealth.
Fees & Compensation
Family Wealth Counselors, LLC. operates on a fee-only compensation structure, meaning they do not receive commissions on any products or services they recommend. This ensures that their advice is always unbiased and in the best interest of their clients. Fees are charged based on a percentage of the assets they manage, providing an added incentive for the firm to help clients grow their wealth.
Background
The team at Family Wealth Counselors, LLC. is composed of highly qualified and experienced financial professionals with various certifications and designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). They have a deep understanding of the complex financial landscape and are committed to providing exceptional service to their clients.
Financial Advisor Disclosures to Know
As a reputable and transparent financial advisor, Family Wealth Counselors, LLC. adheres to all regulations and disclosures required by the Securities and Exchange Commission (SEC). These disclosures include any potential conflicts of interest, fees, and their fiduciary responsibility to act in the best interest of their clients at all times.