PROFICIENT WEALTH COUNSELORS, LLC
SEC RegisteredOffering Asset Accumulation & Preservation Strategies With Expertise, Experience and Care
About the firm
Proficient Wealth Counselors, LLC was founded with a mission to provide the best possible financial advice at an affordable cost to its clients. As independent financial professionals based in Norwood, Massachusetts, the firm works with clients nationwide, offering comprehensive guidance on investments, insurance, retirement income coordination, and estate planning. They operate as a carefully-sized practice to deliver services with the greatest impact on their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management, income planning for retirement, estate planning strategies, asset protection strategies, and general wealth accumulation, delivered through comprehensive financial planning.
Who they serve
Families seeking financial security, including clients nationwide who need help with retirement planning, estate planning, and wealth accumulation.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 123 | $61M |
| High Net Worth Individuals | 59 | $75M |
| Charitable Organizations | 7 | $11M |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $249,999 | 1.25% |
| $250,000 to $499,999 | 1.10% |
| $500,000 to $999,999 | 0.95% |
| $1,000,000 to $2,499,999 | 0.80% |
| $2,500,000 to $4,999,999 | 0.65% |
| $5,000,000 to $9,999,999 | 0.50% |
| $10,000,000 or more | 0.35% |
Data as of March 23, 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. PROFICIENT WEALTH 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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