Financial Counseling Associates, Inc.

Financial Counseling Associates, Inc. (CRD# 115123) is a financial advisory firm headquartered in , . They manage $140,000,000 in 300 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $466,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, NM, TX

Financial Advisors at Financial Counseling Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Joseph L. Rillos
CRD#: 1040209
Golden, CO
96
Wealthminder
score

Joseph Rillos (CRD# 1040209) is an Investment Advisor Representative working at Financial Counseling Associates, Inc. in Golden, CO and has over 32 years of experience in the finance industry.

2
Matthew J. Rillos
CRD#: 5474261
Golden, CO
96
Wealthminder
score

Matthew Rillos (CRD# 5474261) is an Investment Advisor Representative working at Financial Counseling Associates, Inc. in Golden, CO and has over 8 years of experience in the finance industry. Matthew Rillos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John J. Kopel
CRD#: 2011781
Aurora, CO
93
Wealthminder
score

John Kopel (CRD# 2011781) is an Investment Advisor Representative working at Financial Counseling Associates, Inc. in Aurora, CO and has over 27 years of experience in the finance industry.

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