Firm
Fiduciary Architects
Newport Beach, California
Fee-only
Fiduciary Architects at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 48 individual clients.
- Its average account is about $271,000 (assets it manages divided by its 48 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Newport Beach, California |
|---|---|
| Website | fiduciaryarchitects.com |
| Phone | (949) 216-0080 |
Fiduciary Architects fees
Fiduciary Architects doesn't publish its prices on its website, or we couldn't confirm them word for word. 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 48 |
| Accounts managed | 48 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 28, 2026 |
| SEC record | CRD 322251 |