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PROFICIENT WEALTH COUNSELORS, LLC

77 Access Road
Suite 6
Norwood, Massachusetts 02062
Tel: 781-278-9488

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About PROFICIENT WEALTH COUNSELORS, LLC

PROFICIENT WEALTH COUNSELORS, LLC, formally registered with the SEC as PROFICIENT WEALTH COUNSELORS, LLC. The firm was established in 05/02/2022. They have over 1 offices throughout the country.

PROFICIENT WEALTH COUNSELORS, LLC is a Norwood, Massachusetts based Financial Planning firm with nearly $106,194,105 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#152640
SEC#801-124894
Assets Managed by Firm$106,194,105
No. of Clients504
No. of Advisors1

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total504$106,194,105
Individuals (other than high net worth individuals)142$53,952,580
High net worth individuals40$44,241,525
Pension and profit sharing plans7$8,000,000

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