Proficient Wealth Counselors, LLC is an adviser based in Norwood. It manages $33.86 million of regulatory assets for 302 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Louisiana, Massachusetts, and Texas.
Proficient Wealth Counselors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Proficient Wealth Counselors, LLC is $33.86 million. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Proficient Wealth Counselors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Proficient Wealth Counselors, LLC performs its advisory services is located at 77 Access Road, Norwood, MA 02062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-278-9488 or by fax 781-278-9489. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.proficientwealth.com.