Family Wealth Counselors, LLC

Overview

Family Wealth Counselors, LLC operates primarily as a financial planning and advisory boutique that focuses on providing planning advice and selecting outside advisers rather than managing client portfolios directly. The firm is organized as a limited liability company and is owned by an individual. Its stated activities include acting as an other-financial-product salesperson and providing financial planning services alongside the selection of other advisers, which indicates the firm’s role is often that of adviser, consultant and capital allocator rather than a traditional discretionary asset manager. Family Wealth Counselors, LLC does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a pension consultant. The firm’s fee model emphasizes non-AUM billing — hourly charges, fixed fees and other alternative fee arrangements — consistent with a planning- and advice-first practice where clients pay for guidance and referrals rather than for delegated portfolio management. Institutional or custodial relationships are likely mediated through affiliated broker-dealers and insurance companies, reflecting a business model built around product distribution and third-party manager selection.

Assets & Accounts

Location & Offices