Estate Management Counselors, LLC

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Client assets under management

$294,317,355

Clients

355

23% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

178

Very High

Average account size

$829,063

About

Estate Management Counselors, LLC provides personalized, fee‑based financial planning and investment management to individuals, trusts, estates, and small businesses, addressing cash flow, retirement, tax, and estate planning needs. Advice is delivered through consultations that document goals and risk tolerance, while custody of client assets is maintained by a qualified custodian.

The firm uses a strategic asset allocation, core‑and‑satellite approach that favors passively managed index funds and ETFs as the core and adds active managers where appropriate, with portfolios managed on a discretionary basis. In separately managed accounts the firm may employ derivatives and other advanced strategies — including options and futures — alongside traditional equities and fixed income.

A distinctive aspect of the firm is that the principal maintains affiliated legal and accounting practices and an independent insurance agency that can provide optional tax preparation, legal document support, and insurance sourcing; clients may, but are not required to, use these affiliated services. The firm also manages a relatively large asset base with a small advisory team, which can affect the scale and structure of client relationships compared with similarly supported firms.

Client services

Financial planning Portfolio management Pension consulting Tax advice acting as tax attorney

Expertise

General estate planning guidance General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial plan fees range from $1,500 to $7,500, negotiable

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 1.00% $5,000,000+: Negotiable

Project-based

$400 per hour for limited scope planning; $300 per hour for implementation work after financial plan delivery

Other

Account minimum: $50,000 Minimum fee: $500 annual minimum fee, negotiable and may be waived Fee-only: Fees are negotiable; no commissions accepted; strictly fee-based

Main office location

Estate Management Counselors, LLC

5064 Roswell Road, Suite C 300

Atlanta GA 30342, United States

Number of offices

Most active in

Alabama · Georgia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 404-250-9798

Advisors at this firm

Kevin B

CFP®, Series 63, Series 65

Atlanta, GA

Estate Management Counselors, LLC

Kevin Bubb is a CFP® with 12 years of experience in financial advising. He has been with Estate Management Counselors, LLC since 2011 and also maintains a long-term position at Delta Air Lines. Estate Management Counselors, LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm employs a strategic asset allocation approach using passive index and ETF cores combined with selective active managers, and offers in-house legal and tax implementation support through affiliated entities.

General estate planning guidance General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Sean T

CFP®, Series 63, Series 65

Atlanta, GA

Estate Management Counselors, LLC

Sean Todd is a CFP® professional with 12 years of experience at Estate Management Counselors, LLC and over 31 years operating his own law practice, Sean G. Todd, P.C., where he focuses on estate, tax, and asset protection planning. He is based in Atlanta, GA and holds Series 63 and Series 65 licenses. His legal practice is a notable part of his professional activities outside of financial advising. Estate Management Counselors, LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm uses a strategic asset allocation approach combining passive index and ETF cores with selective active management, and offers integrated legal, tax, and insurance support through affiliated entities.

General estate planning guidance General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

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