Proficient Wealth Counselors, LLC

Overview

Proficient Wealth Counselors, LLC is an independent registered investment adviser organized as an LLC and operating with an owner-managed structure. The firm’s advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its stated preference is equity-heavy allocation, with a clear tilt toward exchange-traded instruments for implementing that exposure. Fee arrangements are flexible, including percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. The firm maintains an industry affiliation with an insurance company and does not present itself as an ESG-focused allocator. It is not positioned as a large-scale capital allocator; instead, the model appears built around personalized portfolio management and planning for individual, family and some institutional clients.

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Public Holdings

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Location & Offices