Financial Counseling, Inc.
Financial Counseling, Inc. (CRD# 119969) is a financial advisory firm headquartered in Springboro, OH. They manage $90,070,000 in 693 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management90MILLION
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Total Number of Accounts693ACCOUNTS
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Average Account Value$129,971
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Financial Counseling, Inc.
1
Douglas Moore (CRD# 4824758) is an Investment Advisor Representative working at Financial Counseling, Inc. in Springboro, OH and has 1 year of experience in the finance industry.
2
Stevan Vaughan (CRD# 2488424) is an Investment Advisor Representative working at Financial Counseling, Inc. in Springboro, OH and has over 24 years of experience in the finance industry.
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