Fiduciary Financial Advisors's Form ADV discloses 0.95% on the first $2 million, 0.90% on the next $3 million, 0.75% on the next $5 million, 0.50% on the next $40 million, 0.30% on the next $100 million, and 0.15% on assets above $150 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #172103), Fiduciary Financial Advisors is subject to fiduciary duty under federal law.
Fiduciary Financial Advisors is headquartered in GRAND RAPIDS, MI.
Fiduciary Financial Advisors serves 555 high-net-worth clients according to their SEC filing dated April 14, 2026. View client details ↓
According to their SEC Form ADV, Fiduciary Financial Advisors offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
Fiduciary Financial Advisors manages $1.3 billion in client assets according to their SEC filing dated April 14, 2026.
According to their SEC Form ADV, Fiduciary Financial Advisors serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓