A complete list of active advisors currently associated with Fidato Wealth LLC

Warmer can help you find a great advisor at Fidato Wealth LLC or one who fits your needs even better.

Fidato Wealth LLC provides asset management, financial planning, and retirement plan consulting to individuals, high net worth individuals, pension and profit‑sharing plans, and trusts. The firm reports $510,752,617 in discretionary assets under management and serves roughly 297 client relationships through an eight‑advisor team, offering customized portfolios composed of individual securities, ETFs, mutual funds and access to third‑party money managers. The firm emphasizes continuous account supervision with at least quarterly reviews and integrates fundamental, technical and asset‑allocation strategies as appropriate to client objectives, while engaging sub‑advisors when warranted. The brochure discloses the firm’s recommended custody relationship with Schwab, a household minimum policy of $1.5 million (with case‑by‑case exceptions), and the use of AI tools in financial‑planning workflows for meeting documentation and follow‑up, along with the risks associated with those tools. Notable disclosures that distinguish the firm include its operation as a licensed insurance agency through which a founder may recommend fixed insurance products for commissions (he spends less than 5% of his time on those activities), and the brochure’s presentation of third‑party ratings in its materials. The firm also documents its approach to third‑party money manager due diligence, explicit AI risk considerations, and specific donor‑advised fund and billing arrangements.

To learn more about the advisors currently working at Fidato Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.