Mary Anderson
First Fiduciary Investment Counsel · Cleveland, Ohio
Mary Anderson is a fee-only financial advisor at First Fiduciary Investment Counsel in Cleveland, Ohio. First Fiduciary Investment Counsel reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | First Fiduciary Investment Counsel |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $565.5M across 460 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 4369629 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.firstfiduciary.com |
| Profile |
How Mary's firm compares
- First Fiduciary Investment Counsel's average account is about $1.2 million, from its Form ADV (assets managed divided by 460 accounts).
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Questions about Mary
Is Mary Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and First Fiduciary Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, First Fiduciary Investment Counsel, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mary Anderson based?
Mary Anderson is based in Cleveland, Ohio.
Is Mary Anderson registered with the SEC?
Yes. Mary Anderson is registered as an investment adviser representative in OH and TX (CRD 4369629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does First Fiduciary Investment Counsel manage?
First Fiduciary Investment Counsel reports $565.5M across 460 accounts in assets under management.
How do I contact Mary Anderson?
Through Mary's website, www.firstfiduciary.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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