Firm
Fiduciary Benefits Group
San Diego, California
Fee-only
Fiduciary Benefits Group at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 188 individual clients, 122 of them high net worth.
- Its average account is about $1.8 million (assets it manages divided by its 582 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | fiduciarybenefitsgroup.com |
| Phone | (844) 967-8491 |
Fiduciary Benefits Group fees
Fiduciary Benefits Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 66 |
| High-net-worth clients | 122 |
| Accounts managed | 582 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-127947) |
| Financial planning | Offered |
| Form ADV filed | March 15, 2026 |
| SEC record | CRD 326204 |