Family Wealth Counselors, LLC.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$0
About
Family Wealth Counselors, LLC is an independent registered investment adviser that provides comprehensive fee-based financial planning to individual clients, with an emphasis on charitable estate and related estate-planning concepts; the firm collects client data and produces written financial plans. The brochure states the firm does not engage in ongoing asset management or discretionary portfolio services, and clients may impose restrictions on their accounts.
When the firm makes securities recommendations, it uses fundamental analysis and presents such recommendations as part of a planning engagement rather than as a managed portfolio service. The brochure discloses that the bulk of advisory billings are attributable to non‑securities matters while a much smaller portion relates to securities, underscoring a planning-centric practice.
The firm’s principal is also active in selling insurance and investment products, owns an insurance-marketing business, and is registered with a broker‑dealer, and the brochure discloses that the advisor allocates substantial time to both advisory and sales activities and may receive commissions, creating potential conflicts of interest. Family Wealth Counselors uses flat and hourly fee arrangements instead of percentage-of-AUM pricing, has a solicitor agreement with an unaffiliated adviser for referrals, and operates with a very small client base.
Client services
Financial planning
Selection of other advisers
Family wealth counseling
Expertise
Charitable giving & philanthropy
General estate planning guidance
Fee options
Flat fees range from $5,000 to $250,000.
Commissions may be received if insurance or securities products are sold by Mr. Fink as a registered representative.
Hourly fees range from $750 to $1,250 per hour; Additional administrative support fees range from $250 to $500 per hour.
Fee-only: Flat fees ranging from $5,000 to $250,000; Hourly fees ranging from $750 to $1,250 per hour; Additional administrative support fees ranging from $250 to $500 per hour.
Main office location
Family Wealth Counselors, LLC.
13911 Ridgedale Drive, Suite 200
Minnetonka MN 55305, United States
Number of offices
1
Most active in
Family Wealth Counselors, LLC. has reported serving >5 clients in these states in the last 12 months.
Minnesota · New Jersey · New York · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
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