A complete list of active advisors currently associated with Wealth Strategies Counselors, Inc

Warmer can help you find a great advisor at Wealth Strategies Counselors, Inc or one who fits your needs even better.

Wealth Strategies Counselors, Inc. provides personalized financial planning to individuals (including both high‑net‑worth and non‑HNW clients), pension and profit‑sharing plan participants, trusts, estates, charitable organizations, corporations and other business entities. Services are delivered as written broad‑based or modular financial plans with optional ongoing retainer updates; the firm does not custody client assets or offer discretionary portfolio management for individual accounts. The firm’s investment analysis combines fundamental and technical approaches and generally favors long‑term purchase strategies, with engagements beginning with a complimentary consultation and resulting in a written, tailored plan. Compensation for advisory services is structured as fixed fees or retainers rather than a percentage of assets under management, and implementation may be carried out through associated persons who are also registered representatives and licensed insurance agents—an arrangement the brochure discloses as creating potential conflicts of interest. Wealth Strategies Counselors is affiliated with a full‑service accounting firm (Tax & Accounting Strategies, Inc.) led by the same principal and may cross‑refer clients between the two practices, though clients are not required to use the accounting affiliate. Compared with many peers in the supported‑firm category, the absence of AUM‑based fees and the lack of portfolio management for individuals mark the firm as primarily planning‑focused, while its dual roles in brokerage and insurance distribution are a notable implementation pathway.

To learn more about the advisors currently working at Wealth Strategies Counselors, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.