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
Fiduciary Trust Private Wealth Counsel LLC is a small, privately held advisory firm with three advisors managing approximately $18.7 million for about 67 clients, serving individuals (including high-net-worth clients), trusts, estates, pension plans, and charitable organizations. The firm provides discretionary asset management, separate financial planning engagements, a monthly wealth-advisors coordination service, and ERISA 3(21) retirement-plan advisory services.
The firm builds client portfolios around documented goals, time horizons, objectives and risk tolerances, using a mix of fundamental and technical analysis, charting and modern portfolio theory, and conducts quarterly account reviews and periodic rebalancing. FTPWC acts as a single point of contact to coordinate other advisors (tax, trust and estate attorneys, trust administrators) and may implement limited-scope ERISA fiduciary services while leaving final plan decisions with the plan sponsor.
FTPWC discloses and retains outside-business relationships that distinguish it from many peers: the managing member is a licensed insurance agent through Fiduciary Trust Assurance Group LLC and the firm’s advisers may offer insurance products for separate commission compensation, a conflict the brochure says is mitigated by disclosure and the firm’s fiduciary duties. Other notable features include a stated $500,000 account minimum (waivable in some cases), coordination with specialized providers such as aircraft finance and management, and a practice of not voting proxy ballots (clients receive and vote their own proxies).
Client services
Expertise
Occupation focus
Fee options
$2,500 for financial planning (negotiable)
1.00% annually
$100 - $500 per month 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 with Fiduciary Trust Private Wealth Counsel LLC, holding Series 63 and Series 65 licenses and having over two years of industry experience. He has been associated with Fiduciary Trust Private Wealth Counsel since 2021 and also has experience in fixed-index annuity sales. Outside of finance, Halford is active as an actor in theater and commercial advertising. Fiduciary Trust Private Wealth Counsel LLC is a small, privately held advisory firm serving individuals, trusts, estates, pension plans, and charitable organizations. The firm provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services, focusing on tailored portfolios guided by fundamental and technical analysis alongside modern portfolio theory.
Brent W
Series 63, Series 65
Springfield, MO
Fiduciary Trust Private Wealth Counsel LLC
Brent Weisenborn is a financial advisor with Fiduciary Trust Private Wealth Counsel LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at firms such as Infinex Investments, BKS Investment Services, and Virtue Financial Advisors, where he remains a co-owner of an insurance agency. Outside of finance, he is a licensed pilot and works as a real estate agent. Fiduciary Trust Private Wealth Counsel LLC is a small advisory firm serving individuals, trusts, estates, pension plans, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services, emphasizing portfolio construction based on client goals and risk tolerances while coordinating with other professional advisors.
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