FINANCIAL COUNSEL, LLC

FINANCIAL COUNSEL, LLC is an SEC-registered investment adviser (CRD 113828). Regulatory assets under management: $57.1M.

Registration

• CRD: 113828
• Type: Registered investment adviser
• Phone: 623-215-4492
• Latest filing: 2026-03-30
• Regulatory AUM: $57.1M
• Discretionary AUM: $53.5M
• Non-discretionary AUM: $3.6M
• Clients: 1
• Accounts: 182

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113828 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search