Overview
Assets Under Management: $1.1 billion
High-Net-Worth Clients: 122
Average Client Assets: $1.1 million
Frequently Asked Questions
FIDUCIARY BENEFITS GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326204), FIDUCIARY BENEFITS GROUP is subject to fiduciary duty under federal law.
FIDUCIARY BENEFITS GROUP serves 122 high-net-worth clients according to their SEC filing dated March 15, 2026. View client details ↓
According to their SEC Form ADV, FIDUCIARY BENEFITS GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
FIDUCIARY BENEFITS GROUP manages $1.1 billion in client assets according to their SEC filing dated March 15, 2026.
According to their SEC Form ADV, FIDUCIARY BENEFITS GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.06%
Average Client Assets: $1.1 million
Total Client Accounts: 582
Discretionary Accounts: 555
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 326204
Filing ID: 2065605
Last Filing Date: 2026-03-15 16:52:43