FINANCIAL COUNSELING, INC.
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About the firm
Financial Counseling, Inc. is a fee-only investment advisory firm founded in 1975 and committed to serving clients and helping them achieve their financial goals through a strong and lasting relationship. FCI offers comprehensive and diversified financial services to a wide range of individual and corporate clients. As a fee-only and fiduciary firm, FCI does not sell or receive compensation from any services or products it recommends.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only comprehensive and diversified financial services including Investment Planning, Asset Management, Asset Allocation, Retirement Planning, Estate Planning, Tax Planning, Education Planning, Large Purchase Planning, New Business Planning, Charitable Giving, Business Succession Planning, and Budget Planning.
Who they serve
A wide range of individual and corporate clients, with no minimum investment requirement — from those with nothing saved for retirement to those with millions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 376 | $49M |
| High Net Worth Individuals | 26 | $43M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $7.8M |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Strategic Asset Allocation - Tier 1 | 1.00% |
| Strategic Asset Allocation - Tier 2 | — |
| Tactical Asset Allocation - Tier 1 | 1.50% |
| Tactical Asset Allocation - Tier 2 | — |
Data as of April 20, 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. FINANCIAL COUNSELING, INC. 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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