Estate Management Counselors,llc
SEC RegisteredHow Organized is your Retirement?
About the firm
Estate Management Counselors, LLC was established in response to individuals' requests to receive coordinated objective fee-based financial, investment, and estate planning advice. EMC uniquely provides Financial Investment Planning, Estate Planning, and Tax Counseling in a single integrated service. The firm is a registered investment adviser that is 100% employee owned and independent with no outside affiliation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
EMC provides comprehensive fee-based financial planning services including Portfolio Management, Estate Planning, Tax Counseling, Retirement & Pension Planning, Business Planning, and personalized investment recommendations, all integrated and coordinated in one location.
Who they serve
Individuals and business owners seeking coordinated objective fee-based financial, investment, and estate planning advice, including those preparing for retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 275 | $77M |
| High Net Worth Individuals | 80 | $218M |
15 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Estate Management Counselors,llc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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