Firm
Financial Counsel
Surprise, Arizona
Fee-only
Financial Counsel at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 112 individual clients, 82 of them high net worth.
- Its average account is about $313,000 (assets it manages divided by its 182 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Surprise, Arizona |
|---|---|
| Phone | (623) 215-4492 |
Financial Counsel fees
Financial Counsel doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $57 million |
| Individual clients | 30 |
| High-net-worth clients | 82 |
| Accounts managed | 182 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 113828 |