A complete list of active advisors currently associated with Fiduciary Counselling Inc
Warmer can help you find a great advisor at Fiduciary Counselling Inc or one who fits your needs even better.
Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning and estate administration services to a range of clients, including individuals, trusts, charitable organizations, corporations, a registered investment adviser and a registered investment company. The firm also performs clerical and administrative services such as bill-paying, payroll and tax return preparation and offers bespoke “extraordinary services” at client request. FCI implements advice primarily through model portfolios driven by its asset allocation methodology and capital market assumptions, using a mix of registered and unregistered funds, ETFs, private investments and, when appropriate, digital assets and sustainable strategies. As of December 31, 2025, FCI reported approximately $4.4 billion in discretionary assets and $5.6 billion in non-discretionary assets, reflecting a larger-than-typical portion of assets managed on a non-discretionary basis. The firm is a wholly owned subsidiary of Cassiopeia Holdings Company and has close operational and contractual relationships with related entities, including a private trust company (FSC) and Clearwater Management Co. (CMC), for which FCI provides subadvisory, compliance and administrative services to the Trust and Private Funds; it also serves other investment adviser clients and, in some cases, descendants and family members of a single family and their related entities. These intercompany roles and the firm’s facilitation of private placements and specialized administrative services create potential conflicts that FCI discloses and manages through board oversight, its compliance program and internal policies.
To learn more about the advisors currently working at Fiduciary Counselling 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.
You can also browse Fiduciary Counselling Inc's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)