Fiduciary Trust Private Wealth Counsel LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,864,382
Clients
67
Advisors
2
across 2 offices
About
The firm provides discretionary asset management, financial planning, and ERISA retirement‑plan advisory services to individuals, high‑net‑worth clients, pensions, charitable organizations, trusts, and estates. Client engagements include ongoing portfolio management and tailored planning based on documented goals, time horizons, and risk tolerances.
Portfolios are managed on a discretionary basis using a mix of analysis methods (including fundamental and technical analysis, charting and modern portfolio theory) with periodic reviews, rebalancing and tax‑loss harvesting considered as part of ongoing oversight. The firm also acts as a single point of contact to coordinate a client’s broader wealth team—tax advisors, trust and estate attorneys, trust administrators—and, when relevant, specialty providers such as aircraft finance and aircraft management companies.
The firm discloses that its managing member is a licensed insurance agent with an affiliated insurance entity and that supervised persons may receive separate commission compensation for insurance products; the firm says it addresses this conflict through disclosure and fiduciary procedures. Its combination of ERISA 3(21) plan services, coordination of niche services (like aircraft finance), and senior personnel with prior bank and exchange leadership experience are uncommon features for a firm of this size.
Client services
Expertise
Fee options
$2,500 for financial planning services (negotiable)
1.50% annually for all assets
Monthly fee between $100 - $500 for wealth advisors' coordination service (negotiable)
Account minimum: $500,000
Main office
See office2155 East Sunshine St, Suite 204
Springfield MO 65804
Advisors at this office
1
Offices (2)
Most active in
Kansas · Missouri · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
Advisors at this firm
Christopher H
Series 63, Series 65
Kansas City, KS
Fiduciary Trust Private Wealth Counsel LLC
Christopher Halford is a financial advisor at Fiduciary Trust Private Wealth Counsel LLC with Series 63 and Series 65 designations and two years of industry experience. He has held roles at Fiduciary Trust Private Wealth Counsel LLC since 2021 and has a background that includes work at Virtue Financial Advisors and Service Corporation International. Outside of his advisory work, he is also an actor involved in theater and commercial advertising. Fiduciary Trust Private Wealth Counsel LLC offers discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, pensions, charitable organizations, trusts, and estates. The firm manages portfolios based on a range of analytical methods and coordinates clients’ broader wealth teams including tax and legal professionals.
Brent W
Series 63, Series 65
Springfield, MO
Fiduciary Trust Private Wealth Counsel LLC
Brent Weisenborn is a financial advisor at Fiduciary Trust Private Wealth Counsel LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Infinex Investments, BKS Investment Services, and Cambridge Investment Research. Outside of his advisory role, he is a pilot with Proav Aviation and is active as a real estate agent. Fiduciary Trust Private Wealth Counsel LLC provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, pensions, charitable organizations, trusts, and estates. The firm manages portfolios using a combination of fundamental and technical analysis, with ongoing oversight including rebalancing and tax-loss harvesting, and coordinates clients’ broader wealth teams and specialized providers.
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