Fiduciary Financial Advisors at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 50 employees and 2,164 individual clients, 555 of them high net worth.
- Its average account is about $161,000 (assets it manages divided by its 8,246 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Grand Rapids, Michigan |
|---|---|
| Website | forfiduciary.com |
| [email protected] | |
| Phone | (803) 204-5332 |
Questions about Fiduciary Financial Advisors
How is Fiduciary Financial Advisors paid?
Fiduciary Financial Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Fiduciary Financial Advisors have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Fiduciary Financial Advisors.
What is the average account at Fiduciary Financial Advisors?
Fiduciary Financial Advisors's average account is about $161,000. That's the assets on its Form ADV divided by its 8,246 accounts.
What does Fiduciary Financial Advisors specialize in?
Fiduciary Financial Advisors's advisors and website list small business owners, family wealth transfer, equity compensation and retirement planning.
Fiduciary Financial Advisors fees
Fiduciary Financial Advisors 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 | $1.3 billion |
| Individual clients | 1,609 |
| High-net-worth clients | 555 |
| Accounts managed | 8,246 |
| Employees | 50 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-120619) |
| Financial planning | Offered |
| Form ADV filed | April 14, 2026 |
| SEC record | CRD 172103 |