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Home > Retirement Planners > ohio > springboro > FINANCIAL COUNSELING, INC.
FINANCIAL COUNSELING, INC.
582 N. Main St.
Springboro, Ohio 45066
Tel: 937-748-8710
About FINANCIAL COUNSELING, INC.
FINANCIAL COUNSELING, INC, formally registered with the SEC as FINANCIAL COUNSELING, INC. The firm was established in 01/28/2019. They have over 1 offices throughout the country.
FINANCIAL COUNSELING, INC. is a Springboro, Ohio based Financial Planning firm with nearly $90,070,000 assets under management, offering retirement planning & investment advisory services to 693 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119969 |
| SEC# | 801-114518 |
| Assets Managed by Firm | $90,070,000 |
| No. of Clients | 693 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 693 | $90,070,000 |
| Individuals (other than high net worth individuals) | 358 | $43,752,800 |
| High net worth individuals | 32 | $40,000,000 |
| Pension and profit sharing plans | 1 | $5,700,000 |
| Charitable organizations | 5 | $461,200 |
| Corporations or other businesses | 1 | $56,000 |
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|---|---|---|---|
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