Fiduciary Counsel, Inc.

Fiduciary Counsel, Inc. serves successful individuals, families, trusts, and business entities and also works with charitable and institutional-type clients. The firm provides ongoing investment supervisory services (discretionary and non-discretionary), financial and retirement planning advice, and separate-fee tax preparation and related consulting under distinct engagement letters.

The firm uses third‑party platforms for portfolio construction and trading—Envestnet for active model access and rebalancing and Dimensional Fund Advisors for passive strategies—and relies on custodied accounts at Charles Schwab. Client risk profiles are developed using Envestnet questionnaires, accounts are reviewed at least quarterly, and the firm can manage held-away assets (such as defined contribution participant accounts) via a third‑party connectivity platform without taking custody.

Compared with many solo independent advisers, the firm operates as a corporate entity under the ForeSight Management name and combines investment advisory services with in‑house tax preparation and accounting experience, including a principal with formal accounting credentials. The brochure also documents prior experience managing assets for non‑profit and captive insurance arrangements and the use of an Envestnet wrap program and third‑party model providers—features that indicate a mix of institutional experience and integrated tax/accounting services uncommon among peers.