A complete list of active advisors currently associated with Family Wealth Counselors, LLC.

Warmer can help you find a great advisor at Family Wealth Counselors, LLC. or one who fits your needs even better.

Family Wealth Counselors, LLC is an independent registered investment adviser that provides comprehensive fee-based financial planning to individual clients, with an emphasis on charitable estate and related estate-planning concepts; the firm collects client data and produces written financial plans. The brochure states the firm does not engage in ongoing asset management or discretionary portfolio services, and clients may impose restrictions on their accounts. When the firm makes securities recommendations, it uses fundamental analysis and presents such recommendations as part of a planning engagement rather than as a managed portfolio service. The brochure discloses that the bulk of advisory billings are attributable to non‑securities matters while a much smaller portion relates to securities, underscoring a planning-centric practice. The firm’s principal is also active in selling insurance and investment products, owns an insurance-marketing business, and is registered with a broker‑dealer, and the brochure discloses that the advisor allocates substantial time to both advisory and sales activities and may receive commissions, creating potential conflicts of interest. Family Wealth Counselors uses flat and hourly fee arrangements instead of percentage-of-AUM pricing, has a solicitor agreement with an unaffiliated adviser for referrals, and operates with a very small client base.

To learn more about the advisors currently working at Family Wealth Counselors, LLC., 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.