Fiducia Wealth Management

Fiducia Wealth Management at a glance

• One of 337 fee-only firms based in Ohio in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 60 individual clients, 13 of them high net worth.
• Its average account is about $269,000 (assets it manages divided by its 197 accounts).
• Its website says it's taking new clients.

Fee-only advisors in Ohio · What fee-only advisors charge in Ohio

Facts

Fiducia Wealth Management fees

Fiducia Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Tyler Keenan

  CFP · ChFC