A complete list of active advisors currently associated with Carolopolis Fiduciary Counsel, Inc.

Warmer can help you find a great advisor at Carolopolis Fiduciary Counsel, Inc. or one who fits your needs even better.

Carolopolis Fiduciary Counsel provides investment advice and financial planning to individual investors, retirement plan sponsors and plan participants, and offers both discretionary and non‑discretionary asset allocation services. The firm also delivers ERISA 3(21)/3(38) fiduciary support for plan sponsors and implements allocations within the constraints of 529 and annuity plan menus when necessary. The firm’s investment approach is model‑driven: it calculates a Target Return Benchmark (TRB) and uses a quantitative process across 14 asset classes (with limits on single‑class concentration) to construct diversified portfolios, typically implemented with low‑cost index ETFs when discretion is available. Portfolios are reviewed at least quarterly and clients receive periodic custodial statements and quarterly performance reports to monitor progress toward stated goals. A distinguishing feature is that the firm offers performance‑based fee arrangements to qualified investors under applicable exemptions, a billing practice that is uncommon among independent peers and which the firm manages alongside other accounts under written supervisory procedures. The ADV also discloses that the firm’s principal engages in outside legal/expert‑witness consulting and coaches youth swimming, activities noted as ancillary to the advisory practice.

To learn more about the advisors currently working at Carolopolis Fiduciary Counsel, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.