Financial Counseling Resources LLC

Overview

Financial Counseling Resources LLC is a small, privately owned advisory firm that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides portfolio management for individuals and small businesses, pension consulting services, and the selection of third-party advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Financial Counseling Resources identifies an affiliation with an insurance company and does not list active ESG investing among its practices. The firm is organized as an LLC and is owner-operated. It classifies itself as unclassified in the snapshot data and does not report being a multi-state adviser despite maintaining offices in more than one state.

Assets & Accounts

Investments & Alternatives

Location & Offices