Estate Management Counselors,Llc
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About
Estate Management Counselors, LLC provides personalized, fee‑based financial planning and investment management to individuals, trusts, estates, and small businesses, addressing cash flow, retirement, tax, and estate planning needs. Advice is delivered through consultations that document goals and risk tolerance, while custody of client assets is maintained by a qualified custodian.
The firm uses a strategic asset allocation, core‑and‑satellite approach that favors passively managed index funds and ETFs as the core and adds active managers where appropriate, with portfolios managed on a discretionary basis. In separately managed accounts the firm may employ derivatives and other advanced strategies — including options and futures — alongside traditional equities and fixed income.
A distinctive aspect of the firm is that the principal maintains affiliated legal and accounting practices and an independent insurance agency that can provide optional tax preparation, legal document support, and insurance sourcing; clients may, but are not required to, use these affiliated services. The firm also manages a relatively large asset base with a small advisory team, which can affect the scale and structure of client relationships compared with similarly supported firms.
Client services
Expertise
Fee options
Financial plan fees range from $1,500 to $7,500, negotiable
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 1.00% $5,000,000+: Negotiable
$400 per hour for limited scope planning; $300 per hour for implementation work after financial plan delivery
Account minimum: $50,000 Minimum fee: $500 annual minimum fee, negotiable and may be waived Fee-only: Fees are negotiable; no commissions accepted; strictly fee-based
Main office
5064 Roswell Road C300
Atlanta GA 30342
Advisors at this office
2
Most active in
Alabama · Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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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.
Advisors at this firm
Kevin B
CFP®, Series 63, Series 65
Atlanta, GA
Estate Management Counselors,Llc
Kevin Bubb is a CFP® with 12 years of industry experience, currently serving at Estate Management Counselors, LLC since 2011. He also has a long tenure at Delta Air Lines beginning in 1986. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Estate Management Counselors, LLC provides personalized, fee-based financial planning and investment management to individuals, trusts, estates, and small businesses. The firm employs a strategic asset allocation approach combining passive index funds and ETFs with active management, and offers additional legal, accounting, and insurance services through affiliated practices.
Sean T
CFP®, Series 63, Series 65
Atlanta, GA
Estate Management Counselors,Llc
Sean Todd is a CFP® with 12 years of experience at Estate Management Counselors, LLC and over 30 years running his own law practice, Sean G. Todd, P.C., where he provides estate, tax, and asset protection planning. He is based in Atlanta, GA. Todd's other business activities include operating a law office as a sole practitioner. Estate Management Counselors, LLC delivers fee-based financial planning and investment management to individuals, trusts, estates, and small businesses using a strategic asset allocation approach that combines passively managed index funds and ETFs with active management. The firm integrates affiliated legal, accounting, and insurance services but clients are not required to use them.
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