Joshua Glenn
Fiduciary Organization · Greenville, South Carolina
Joshua Glenn is a fee-only financial advisor at Fiduciary Organization in Greenville, South Carolina, who holds the CFP credential. Fiduciary Organization reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fiduciary Organization |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.8M across 161 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 6260031 |
| Exams passed | Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fiduciaryorg.com |
How Joshua's firm compares
- Fiduciary Organization's average account is about $92,000, from its Form ADV (assets managed divided by 161 accounts).
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Questions about Joshua
Is Joshua Glenn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Fiduciary Organization reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Fiduciary Organization, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Glenn based?
Joshua Glenn is based in Greenville, South Carolina.
What credentials does Joshua Glenn hold?
Joshua Glenn holds the CFP credential.
Is Joshua Glenn registered with the SEC?
Yes. Joshua Glenn is registered as an investment adviser representative in SC (CRD 6260031), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary Organization manage?
Fiduciary Organization reports $14.8M across 161 accounts in assets under management.
How do I contact Joshua Glenn?
Through Joshua's website, www.fiduciaryorg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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