Couloir Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,188,846
Clients
13
Advisors
2
of 2 employees
About
Couloir Wealth Advisors provides advisory services to individuals—including high‑net‑worth clients—and to employer retirement plans, managing a relatively small roster of client relationships while offering discretionary investment management, ongoing and project‑based financial planning, and retirement plan consulting. The firm also provides educational seminars and speaking engagements and coordinates with third‑party professionals (attorneys, accountants, tax advisors) when implementation or specialized services are needed.
The firm builds client‑specific investment policies and target asset allocations through fundamental analysis, mutual fund and ETF evaluation, and a mix of passive and active strategies underpinned by modern portfolio theory; Monte Carlo simulation is used in the financial planning process. Couloir typically manages client accounts on a discretionary basis within client‑imposed restrictions and will construct portfolios that incorporate socially and/or environmentally conscious (ESG) approaches when requested.
Noteworthy features for a firm of this size include its regular educational seminars and public speaking engagements, an offering that is less common among peers. The firm also reports that a senior advisory team member maintains a substantial outside executive role at another investment organization focused on impact and responsible investing, which contributes specialized experience in ESG and impact strategies to the firm’s capabilities.
Client services
Expertise
Fee options
Fixed fees range from $500 to $10,000 for Project-Based Financial Planning; $100 to $1,500 per month or $300 to $4,500 per quarter for Ongoing Financial Planning; initial fee up to $3,000 for comprehensive financial plan; up to $5,000 setup fee and up to $10,000 ongoing fees for Retirement Plan Consulting
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
$250 per hour for Project-Based Financial Planning
Fee-only: Investment management and financial planning fees only; no commissions or sales charges
Main office
Welch MN
Advisors at this office
2
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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