Fiducia Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fiducia Wealth Management provides discretionary asset management and financial planning to individual clients, high-net-worth individuals, small businesses, and retirement plans. The firm reports approximately $25.1 million in discretionary assets under management across roughly 83 client relationships.
Portfolios are constructed using an asset-allocation approach informed by Modern Portfolio Theory and fundamental analysis, with core holdings typically in ETFs, mutual funds, individual bonds and equities, and traded REITs. The strategy emphasizes long-term investing with periodic rebalancing and may incorporate options strategies as part of portfolio construction and risk management.
Noteworthy distinctions include the firm’s use of derivatives—specifically options such as buying calls and writing covered calls—within separately managed accounts, a practice that is uncommon among independent advisers. The firm is also affiliated with an insurance business; the principal is a licensed insurance producer who spends roughly 10% of his time on insurance activities and may receive commissions, a conflict the brochure discloses and describes mitigation steps for, and the firm generally relies on custodian statements rather than issuing its own written portfolio reports.
Client services
Expertise
Fee options
Financial planning flat fees ranging from $2,500 to $10,000
$0 - $49,999: 2.00% $50,000 - $99,999: 1.75% $100,000 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $1,499,999: 1.00% $1,500,000 - $2,499,999: 0.85% $2,500,000 - $4,999,999: 0.75% $5,000,000 - $7,499,999: 0.65% $7,500,000 - $9,999,999: 0.50% $10,000,000+: 0.40%
Insurance product commissions from sales by Mr. Salazar
Standard rate of $350 per hour for financial planning
Fee-only: Financial planning fees: $350/hour or $2,500 to $10,000 flat fee
Main office
150 S. Los Robles Ave, Suite 468
Pasadena CA 91101
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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