Financial Council Inc
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Overview
Financial Council Inc is a financial advisor company that has its headquarters in Towson, Maryland. It has a small group, including 0 financial advisor. Financial Council Inc is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, bonds and equities.
The firm's main office is at 100 West Road, Towson, Maryland 21204. The company is registered to provide services to clients in the state of Maryland.
Editorial note: In some cases, advisors and firms can file as exempt reporting advisors with the SEC, meaning they file a shorter version of the Form ADV. As a result, this is all of the publicly available information for Financial Council Inc. Please visit the SEC website for more information at https://www.sec.gov
Disclosures
Office Location
Financial Council Inc by the Numbers
1
Products and Services
Financial services provided by Financial Council Inc include financial planning services and selection of other advisers. In the past financial year, the firm provided 500 of its customers with financial planning services. Financial Council Inc does sell products or offer services aside from investment advice to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually vary depending on the financial services offered. However, fees charged by the company typically consist of non-traditional fee structures. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Financial Council Inc.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Disclosures
Financial Council Inc does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.