# Strategic Family Wealth Counselors, L.L.C.

> Strategic Family Wealth Counselors, L.L.C. is an SEC-registered investment advisory firm in Fairfield, NJ, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 128199
- Filed as: STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairfield, NJ
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128199
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-family-wealth-counselors-l-l-c-fairfield-nj-128199

## Quick answers

**How is Strategic Family Wealth Counselors, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Family Wealth Counselors, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Strategic Family Wealth Counselors, L.L.C. located?**
Strategic Family Wealth Counselors, L.L.C.'s principal office is in Fairfield, NJ, according to its Form ADV.

**Is Strategic Family Wealth Counselors, L.L.C. registered with the SEC or a state?**
Strategic Family Wealth Counselors, L.L.C. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 128199.

**How much does Strategic Family Wealth Counselors, L.L.C. manage?**
Strategic Family Wealth Counselors, L.L.C. reports $1,659,659,756 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (76% discretionary).

**How have Strategic Family Wealth Counselors, L.L.C.'s assets and staff changed since 2021?**
In the Form ADV data for Strategic Family Wealth Counselors, L.L.C.: Regulatory assets under management: $940,000,000 in the October 2021 data and $1,659,659,756 in the October 2026 data, up 77%. Total employees: 12 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Family Wealth Counselors, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (150); high net worth individuals (150); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Strategic Family Wealth Counselors, L.L.C. use?**
Strategic Family Wealth Counselors, L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Strategic Family Wealth Counselors, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128199

**Does Strategic Family Wealth Counselors, L.L.C. state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "SFWC does not impose a minimum portfolio size or minimum annual fee."

**What changed in Strategic Family Wealth Counselors, L.L.C.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,311,616,383 to $1,659,659,756 (+27%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> SFWC does not impose a minimum portfolio size or minimum annual fee.

- Minimum annual fee: None

> SFWC does not impose a minimum portfolio size or minimum annual fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,659,659,756
- Discretionary: $1,257,034,695
- Non-discretionary: $402,625,061

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 150 | $250,000,000 |
| High net worth individuals | 150 | $1,331,014,851 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $78,644,905 |

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 14 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DC, FL, MA, NC, NH, NJ, NY, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [strategicfamilywealth.com](https://strategicfamilywealth.com)
- LinkedIn @strategic-family-wealth-counselors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $940,000,000 | 12 | March 29, 2021 |
| October 2022 | $1,341,303,500 | 12 | March 30, 2022 |
| October 2023 | $1,045,643,454 | 13 | March 20, 2023 |
| October 2024 | $1,180,745,837 | 13 | March 21, 2024 |
| October 2025 | $1,311,616,383 | 13 | March 17, 2025 |
| October 2026 | $1,659,659,756 | 14 | March 27, 2026 |

Regulatory assets under management: $940,000,000 in the October 2021 data and $1,659,659,756 in the October 2026 data, up 77%.
Total employees: 12 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,311,616,383 to $1,659,659,756 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Family Wealth Counselors, L.L.C. (CRD 128199): Form ADV filing data as of October 2026.