Financial Counseling, Inc.

Financial Counseling, Inc. (CRD# 119969) is a financial advisory firm headquartered in Springboro, OH. They manage $86,990,000 in 1,021 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    1,021
    ACCOUNTS
  • Average Account Value
    $85,201
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, FL, GA, OH, TX

Financial Advisors at Financial Counseling, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Arvin M. Vaughan
CRD#: 453720
7811 Mad River Road, Centerville, OH 45459
93
Wealthminder
score

Arvin Vaughan (CRD# 453720) is an Investment Advisor Representative working at Financial Counseling, Inc. in Centerville, OH and has over 33 years of experience in the finance industry.

2
Scott W. Simons
CRD#: 4969653
582 N. Main St., Springboro, OH 45066
90
Wealthminder
score

Scott Simons (CRD# 4969653) is an Investment Advisor Representative working at Financial Counseling, Inc. in Springboro, OH and has 1 year of experience in the finance industry. Scott Simons 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
Douglas J. Moore
CRD#: 4824758
582 N. Main St., Springboro, OH 45066
87
Wealthminder
score

Douglas Moore (CRD# 4824758) is an Investment Advisor Representative working at Financial Counseling, Inc. in Springboro, OH and has 1 year of experience in the finance industry.

4
Stevan M. Vaughan
CRD#: 2488424
582 North Main Street, Springboro, OH 45066
83
Wealthminder
score

Stevan Vaughan (CRD# 2488424) is an Investment Advisor Representative working at Financial Counseling, Inc. in Springboro, OH and has over 16 years of experience in the finance industry.

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