Proficient Wealth Counselors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$135,956,333
Clients
182
Advisors
1
of 1 employees
About
Proficient Wealth Counselors, LLC provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored pension or profit-sharing plans. The firm manages client accounts on a percentage-of-assets basis and also offers standalone planning and consulting engagements billed separately.
The firm states it emphasizes continuous account supervision with at least quarterly reviews and uses proprietary model portfolios composed largely of exchange-traded funds alongside fundamental sector analysis to align allocations with client objectives and risk tolerances. Investment approaches include long-term purchases and regular rebalancing, with portfolios tailored to individual goals and limited client-directed trading restrictions in most cases.
Noteworthy features for a firm of this size include a principal who is a licensed insurance agent and may offer insurance products (representing roughly 5% of his time) and a formally described retirement-plan consulting practice that includes IPS development, investment option evaluation, monitoring, and participant education under ERISA fiduciary standards. The brochure also discloses a recent consent order by the Massachusetts Securities Division relating to a registration lapse for an advisory representative, which resulted in a fine and censure.
Client services
Expertise
Occupation focus
Fee options
Typically $2,500 to $3,500 for financial planning and consulting services
$0 - $249,999: 1.25% $250,000 - $499,999: 1.10% $500,000 - $999,999: 0.95% $1,000,000 - $2,499,999: 0.80% $2,500,000 - $4,999,999: 0.65% $5,000,000 - $9,999,999: 0.50% $10,000,000+: 0.35%
$200 to $250 per hour
Account minimum: $250,000 Fee-only: Hourly fees range from $200 to $250; Flat fees generally range from $2,500 to $3,500
Main office
77 Access Road, Suite 6
Norwood MA 02062
Advisors at this office
1
Most active in
Florida · Louisiana · Maryland · Massachusetts · New Hampshire · New York · 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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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”)