Proficient Wealth Counselors, LLC

Overview

Proficient Wealth Counselors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include a percentage of assets under management plus options for hourly and fixed fees. The firm is not an active ESG investor, does not act as a capital allocator, and is not designated as a multi-state adviser. Proficient Wealth Counselors lists an affiliation with an insurance company in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives