# Financial Counseling Resources LLC

> Financial Counseling Resources LLC is a state-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 315883
- Filed as: FINANCIAL COUNSELING RESOURCES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315883
- AdvisorCensus page: https://advisorcensus.com/firm/financial-counseling-resources-llc-315883

## Quick answers

**How is Financial Counseling Resources LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Counseling Resources LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Financial Counseling Resources LLC registered with the SEC or a state?**
Financial Counseling Resources LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315883.

**How much does Financial Counseling Resources LLC manage?**
Financial Counseling Resources LLC reports $211,012,500 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (0% discretionary).

**What types of clients does Financial Counseling Resources LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); pension and profit sharing plans (but not the plan participants or government pension plans) (43); high net worth individuals (2).

**Does Financial Counseling Resources LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315883

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $211,012,500
- Discretionary: $0
- Non-discretionary: $211,012,500

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $5,670,000 |
| High net worth individuals | 2 | $1,945,500 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 43 | $203,397,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Counseling Resources LLC (CRD 315883): Form ADV filing data as of October 2026.