Tacoma, WA Office
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Fiduciary Counselling Inc
Multi-team
Firm-wide stats for Fiduciary Counselling Inc
About
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.
Based on Fiduciary Counselling Inc
Location
1145 Broadway Plaza, Suite 1500
Tacoma WA 98402
Advisors at this office
4
Advisors at this office
John K
CFP®
Tacoma, WA
Fiduciary Counselling Inc
John Keolker Jr. is a CFP® professional with 22 years of industry experience, currently serving at Fiduciary Counselling, Inc. since 2010. He is based in Tacoma, WA, and works within a multi-team firm of 17 advisors. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to individuals, trusts, charitable organizations, corporations, and registered investment entities. The firm uses model portfolios based on asset allocation methodology and capital market assumptions, incorporating a range of investment types including registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.
Roxana R
CFP®, Series 66
Tacoma, WA
Fiduciary Counselling Inc
Roxana Rodriguez is a CFP® professional with seven years of industry experience. She has worked at Fiduciary Counselling, Inc. since 2026 and previously held roles at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Bank from 2014 to 2026. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and administration services to individuals, trusts, charitable organizations, and corporations. The firm uses model portfolios based on asset allocation and capital market assumptions, offering a variety of investment vehicles including private investments and sustainable strategies.
Jaclyn R
CFP®, Series 65
Tacoma, WA
Fiduciary Counselling Inc
Jaclyn Roof is a CFP® and Series 65-licensed advisor with six years of industry experience. She currently works at Fiduciary Counselling Inc. and previously held roles at Laird Norton Tyee Asset Strategies, LLC and Fisher Investments. Fiduciary Counselling Inc. provides investment advisory, accounting, tax, trust, estate planning, and administration services to individuals, trusts, charitable organizations, and corporations. The firm uses model portfolios based on asset allocation and capital market assumptions, incorporating registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.
Meaghan B
CFP®
Tacoma, WA
Fiduciary Counselling Inc
Meaghan Brassey is a CFP® professional with seven years of experience at Fiduciary Counselling, Inc. in Tacoma, WA, where she has worked continuously since 2015. Outside of her advisory role, she assists with financial recordkeeping for her husband’s self-employed novelist activities. Fiduciary Counselling, Inc. provides investment advisory and administrative services to a range of clients, including high-net-worth individuals, trusts, charitable organizations, and family entities. The firm employs written investment policy statements and model portfolios based on modern portfolio theory and offers integrated services such as accounting, tax, estate planning, and trust administration.
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