CRD: 119969
Financial Counseling, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Timber peakUnison optima
- Established Date
- 06-06-2003
- Office Locations
- 1
Office Locations
About Financial Counseling, Inc.
Financial Counseling, Inc. is a Springboro, OH fee-only fiduciary RIA founded in 1975, serving individuals and businesses with comprehensive planning and ongoing portfolio management. Services include investment/asset allocation, retirement, tax and estate planning, and business succession planning. No minimum investment requirement; portfolios are largely ETF-based (with mutual funds/cash as needed) and commonly custody at Schwab/TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVAN MICHAEL VAUGHAN
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operations Officer, Owner, President
- CRD
- #2488424
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DOUGLAS JARED MOORE
Chief Executive Officer
- CRD
- #4824758
Parker Andrew Vaughan
--
- CRD
- #8233949
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,300,000 | $140,453 |
| Non-Discretionary | $825,000 | $825,000 |
| Total | $100,125,000 | $141,419 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $100,125,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $190,240,995 | 10.3% |
| Public Funds | $541,170,985 | 29.3% |
| Cash | $439,585,988 | 23.8% |
| Private Funds | $293,672,992 | 15.9% |
| Other | $382,328,990 | 20.7% |
| Total | $1,846,999,950 | 100.0% |