Family Wealth Counselors, LLC
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Overview
Family Wealth Counselors, LLC is an advisory firm that has its headquarters in Minneapolis, Minnesota. The firm has a small team of one employee who is a financial advisor. Family Wealth Counselors, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as bonds, options and stocks.
Under $100,000 of their investments for financial planning services were in securities, with under $100,000 placed in non-securities.
The company's headquarters is at 3033 Excelsior Blvd, Minneapolis, Minnesota 55416. The company is legally permitted to provide services to clients across a few states, including Minnesota, New Jersey, New York and Ohio.
Editorial note: In certain cases, firms can register 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 Family Wealth Counselors, LLC. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Family Wealth Counselors, LLC by the Numbers

1
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Products and Services
Family Wealth Counselors, LLC provides multiple financial services, which can consist of financial planning services, selection of other advisers and other services. In the prior financial year, the firm provided financial planning services to 1-10 of its clients. The firm does sell products or offer services apart from investment advisory services to its clients. The firm is affiliated with one or more other service providers in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 45% 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 23% 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
Fees for financial management typically depend on the type of services offered. Fees billed by the firm likely include some combination of the following fee structures: hourly, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 37% of firms
Hourly
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Offered by 40% of firms
Fixed
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Offered by 12% of firms
Other
Unavailable
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Find one of the 75% of firms that offer this fee type
Percentage of Assets
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Find one of the 3% of firms that offer this fee type
Commissions
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Find one of the 17% of firms that offer this fee type
Performance-based
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Find one of the 1% of firms that offer this fee type
Subscription
Disclosures
Family Wealth Counselors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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