Maribel Thomas
Fiduciary Experts · Murrieta, California
Maribel Thomas is a fee-only financial advisor at Fiduciary Experts in Murrieta, California. Fiduciary Experts reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fiduciary Experts |
|---|---|
| Based in | Murrieta, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Languages | Spanish |
| Assets under management | $985.8M across 89 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4215904 |
| Exams passed | Series 66 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.401kfe.com |
How Maribel's firm compares
- Fiduciary Experts's average account is about $11.1 million, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Maribel
Is Maribel Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maribel holds no broker registration, and Fiduciary Experts reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maribel charge for financial advice?
Maribel's firm, Fiduciary Experts, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
What languages does Maribel work in?
Besides English, Fiduciary Experts offers service in Spanish, according to its website.
Where is Maribel Thomas based?
Maribel Thomas is based in Murrieta, California.
Is Maribel Thomas registered with the SEC?
Yes. Maribel Thomas is registered as an investment adviser representative in CA and TX (CRD 4215904), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary Experts manage?
Fiduciary Experts reports $985.8M across 89 accounts in assets under management.
How do I contact Maribel Thomas?
Through Maribel's website, www.401kfe.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
- Fiduciary Experts website : specialties, clients served, and fees, checked October 30, 2026
- 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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