PROFICIENT WEALTH COUNSELORS, LLC

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

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 Status	Approved
Firm CRD#	152640
SEC#	801-124894
Assets Managed by Firm	$106,194,105
No. of Clients	504
No. of Advisors	1

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 Clients	AUM
Firm Total	504	$106,194,105
Individuals (other than high net worth individuals)	142	$53,952,580
High net worth individuals	40	$44,241,525
Pension and profit sharing plans	7	$8,000,000

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