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 serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, and trusts and estates, offering asset management, comprehensive financial planning, retirement plan consulting, and selection/oversight of third‑party money managers and trust administration options. The firm reports approximately $510.8 million in discretionary assets under management and generally applies a household minimum above $1.5 million for its advisory services. The firm emphasizes continuous, individualized account supervision with portfolios constructed from individual stocks and bonds, ETFs, and mutual funds, and conducts at least quarterly reviews with rebalancing as needed; it may also engage sub‑advisors and performs initial due diligence and ongoing monitoring of those managers. Fidato integrates technology into its planning workflows, including the use of AI tools to capture and summarize meeting documentation and generate planning outputs, while disclosing the risks associated with those tools. Noteworthy distinctions disclosed in the brochure include that the firm also operates as a licensed insurance agency and that a firm principal is a licensed insurance agent who may recommend fixed insurance products on a commission basis (the brochure states this activity occupies less than 5% of that person’s time), a potential conflict the firm discloses. The brochure also describes options for corporate trustee and third‑party trust administration and indicates the firm references third‑party evaluations in its public materials, features that differentiate it from many peer team advisers.
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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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