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Fiduciary Trust Private Wealth Counsel LLC

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Client assets under management

$17,864,382

Clients

67

10% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

34

Low

Average account size

$266,633

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

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy Wealth management Options & derivatives strategies

Occupation focus

Founder/Business Owner

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Fee options

Fixed

$2,500 for financial planning (negotiable)

Percentage

1.00% annually

Subscriptions

$100 - $500 per month for Wealth Advisors’ Coordination Service (negotiable)

Other

Account minimum: $500,000

Main office location

Fiduciary Trust Private Wealth Counsel LLC

2155 East Sunshine St, Suite 204

Springfield MO 65804, United States

Number of 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

Advisors at this firm

user avatar

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 in Kansas City, KS. He holds Series 63 and Series 65 licenses and has over two years of industry experience. Prior to his current role, he worked at Virtue Financial Advisors and Service Corporation International. Outside of finance, he is involved in acting, performing on stage and in commercial advertisements. Fiduciary Trust Private Wealth Counsel LLC is a small advisory firm serving individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm offers discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services, focusing on portfolios built around client-specific goals and risk tolerances with regular reviews and coordination of other professional advisors.

Retirement income strategy Wealth management Options & derivatives strategies Founder/Business Owner
user avatar

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.

Retirement income strategy Wealth management Options & derivatives strategies Founder/Business Owner
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