# Damian Dufour

> Damian Dufour is a fee-only financial advisor at Fiduciary Benefits Group in San Diego, California. Damian charges a flat fee or retainer and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/damian-dufour/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fiduciary Benefits Group
- **Based in:** San Diego, California
- **Fee model:** Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.07B across 582 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 5372514 (https://adviserinfo.sec.gov/individual/summary/5372514)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2007), Series 66 (2008)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.fiduciarybenefitsgroup.com

## Frequently asked questions

### Is Damian Dufour a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Damian holds no broker registration, and Fiduciary Benefits Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Damian charge for financial advice?

Damian charges a flat fee or retainer.

### Where is Damian Dufour based?

Damian Dufour is based in San Diego, California.

### What does Damian specialize in?

Damian's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Damian Dufour registered with the SEC?

Yes. Damian Dufour is registered as an investment adviser representative in CA and TX (CRD 5372514), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fiduciary Benefits Group manage?

Fiduciary Benefits Group reports $1.07B across 582 accounts in assets under management.

### How do I contact Damian Dufour?

Through Damian's website, www.fiduciarybenefitsgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5372514): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.fiduciarybenefitsgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.