Proficient Wealth Counselors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$135,956,333
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
182
32% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
182
Very HighAverage account size
$747,013
About
The firm provides asset management, written financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored pension or profit-sharing plans, managing roughly $147 million across its client base. It typically delivers discretionary portfolio management alongside one-off or ongoing consulting engagements, with planning offered on an hourly or flat-fee basis.
Investment advice is grounded in fundamental analysis and delivered through proprietary model portfolios largely composed of exchange-traded funds; accounts are reviewed at least quarterly and rebalanced as needed, and the firm states it generally pursues long-term purchase strategies while holding client cash in conservative instruments. The brochure describes individualized portfolio construction, an emphasis on ongoing supervision, and that clients typically authorize fee deduction from custodial accounts.
Noteworthy distinctions include an affiliated insurance activity: the firm’s principal is a licensed insurance agent who may offer commissionable insurance products (a conflict the firm discloses and says it manages), and the firm explicitly provides retirement plan consulting services to plan sponsors—assisting with investment policy statements, investment option review, asset allocation models, participant education, and acknowledging ERISA fiduciary responsibilities. The firm also documents its use of an institutional custodian and related third-party tools and support services to execute and administer client accounts.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Charitable giving & philanthropy
Fee options
$2,500 to $3,500
$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 location
Proficient Wealth Counselors, LLC
77 Access Road, Suite 6
Norwood MA 02062, United States
Number of offices
1
Most active in
Proficient Wealth Counselors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · Maryland · Massachusetts · New Hampshire · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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