Overview
Assets Under Management: $147 million
Headquarters: NORWOOD, MA
High-Net-Worth Clients: 59
Average Client Assets: $1.3 million
Frequently Asked Questions
PROFICIENT WEALTH COUNSELORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152640), PROFICIENT WEALTH COUNSELORS, LLC is subject to fiduciary duty under federal law.
PROFICIENT WEALTH COUNSELORS, LLC is headquartered in NORWOOD, MA.
PROFICIENT WEALTH COUNSELORS, LLC serves 59 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, PROFICIENT WEALTH COUNSELORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PROFICIENT WEALTH COUNSELORS, LLC manages $147 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, PROFICIENT WEALTH COUNSELORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.03%
Average Client Assets: $1.3 million
Total Client Accounts: 614
Discretionary Accounts: 614
Regulatory Filings
CRD Number: 152640
Filing ID: 2074976
Last Filing Date: 2026-03-23 12:36:06