A complete list of active advisors currently associated with FiduciaOne

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

The firm works with individuals, retirement plans, trusts, estates, charitable organizations and small business clients, offering discretionary portfolio management, retirement plan consulting, and comprehensive financial planning delivered on hourly, fixed‑fee, or ongoing bases. Engagements typically include a written Investment Policy Statement and periodic reviews tied to clients’ goals, time horizon and risk tolerance. The firm’s investment process combines fundamental analysis and modern portfolio theory to set asset allocation and select investments, using mutual funds, ETFs, equities, fixed income and insurance products (including annuities) and employing both long‑ and short‑term trading as needed. Accounts are generally managed on a discretionary basis, with documented risk tolerance, monthly custodian reporting and at least annual portfolio reviews. Distinctive features include that firm personnel are licensed insurance agents and Enrolled Agents for tax preparation, and the brochure discloses the sale of insurance and other financial products (with potential commission compensation) alongside advisory services. The firm documents and discloses these conflicts, and it uses formal checklists and retrospective reviews when making retirement‑account rollover recommendations so clients can evaluate insurance or tax solutions independently.

To learn more about the advisors currently working at FiduciaOne, 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.

Name	Location	Years of experience
Jennifer Hipkiss	Pewaukee, WI	11

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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.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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