Fiduciary Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$284,818,613
Clients
213
Advisors
6
across 2 offices
About
Fiduciary Financial Partners serves individuals — including high-net-worth households — and employer-sponsored retirement plans, providing comprehensive wealth management, financial planning, and retirement plan advisory and consulting services. The firm reports roughly $293 million in assets under management, operates with a five-advisor team supporting about 213 client relationships, and maintains five offices.
The firm offers both discretionary and non-discretionary portfolio management integrated with written financial plans prepared using e-Money software, and it implements strategies using mutual funds, ETFs, individual securities, and third‑party sub‑advisers. It discloses a sub‑advisory arrangement with SyntheticFi for strategy implementation, conducts at least annual account reviews, and uses a third‑party order management platform (Pontera) to facilitate management of held‑away retirement participant accounts.
In its regulatory disclosures the firm notes relationships that are less common among similar team firms: an investment adviser representative affiliation with a broker‑dealer that permits commission‑based sales, and that certain managers, members, or registered employees are licensed insurance agents who may recommend insurance products and receive commissions, which can create conflicts of interest. The firm also participates in institutional custodian programs and discloses the use of advertising that includes testimonials, and it levies separate sub‑adviser/platform fees when using third‑party strategies.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees agreed mutually; Retirement Plan flat minimum fee of $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $7,500,000: 0.50% $7,500,001 - $10,000,000: 0.35% $10,000,001+: 0.25%
Some advisory personnel are registered representatives and may receive commissions for securities and insurance products; however, advisory clients are not compelled to use such services
Financial planning services billed at $300 per hour
Account minimum: $750,000 Minimum fee: Minimum client fee of $7,500 annually for Comprehensive Wealth Management; minimum flat fee of $5,000 for Retirement Plan Advisory and Consulting Services (both may be waived at firm's discretion) Fee-only: Financial planning fees billed at $300 per hour or fixed fee mutually agreed; Retirement Plan Advisory fees can be asset-based, flat fee, or combination
Main office
See office1250 E. Diehl Road, Suite 404
Naperville IL 60563
Advisors at this office
5
Offices (2)
Most active in
Florida · Illinois · Indiana · Massachusetts · Nebraska · 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
J G
Series 66
Naperville, IL
Fiduciary Financial Partners, LLC
J Gimbel V is a financial advisor at Fiduciary Financial Partners, LLC with one year of industry experience and holds the Series 66 designation. Prior to joining Fiduciary Financial Partners, he worked at Bank of America and has experience in various roles including positions at Denison University and in small business operations. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing wealth management, financial planning, and retirement plan advisory services. The firm manages approximately $293 million in assets across five offices, employing a team approach and integrating portfolio management with comprehensive financial planning.
Miaciah M
CFP®, Series 63, Series 65
Naperville, IL
Fiduciary Financial Partners, LLC
Miaciah Manuel is a CFP® with 18 years of industry experience and has been with Fiduciary Financial Partners, LLC since 2012. Based in Naperville, IL, she holds Series 63 and Series 65 licenses. Fiduciary Financial Partners provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and quantitative investment methods to construct portfolios and offers both discretionary management and written financial plans.
Dawn S
Series 66
Naperville, IL
Fiduciary Financial Partners, LLC
Dawn Slawson is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, holding a Series 66 designation with 24 years of industry experience. She has been with Fiduciary Financial Partners since 2012. In addition to her advisory role, she holds life and health insurance licenses. Fiduciary Financial Partners offers comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and quantitative investment methods and uses financial planning software to develop customized investment policy statements.
Nicholas E
Series 63, Series 65
Naperville, IL
Fiduciary Financial Partners, LLC
Nicholas Economos is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fiduciary Financial Partners since 2012. Outside of his advisory role, he serves as president of the DuPage Legal Assistance Foundation and treasurer of Female Strong, both nonprofit organizations. Fiduciary Financial Partners provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a combination of fundamental and quantitative investment methods and manages approximately $248 million in client assets through a five-advisor team.
John H
CFP®, ChFC®, Series 63
Naperville, IL
Fiduciary Financial Partners, LLC
John Hillman is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Purshe Kaplan Sterling Investments and Fiduciary Financial Partners, LLC since 2012. Outside of his advisory role, he serves as a trustee managing investments for a family trust. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing comprehensive wealth management, financial planning, and retirement plan advisory services. The firm employs a team-based approach, managing approximately $293 million in assets across five offices.
Nathan W
CFP®, Series 65
Westfield, IN
Fiduciary Financial Partners, LLC
Nathan Wiercioch is a CFP® professional with six years of industry experience, currently serving at Fiduciary Financial Partners, LLC. He previously worked at Turquoise Wealth Management and has experience with Purdue University and Lafayette Tent & Awning. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing comprehensive wealth management, financial planning, and retirement plan advisory services. The firm manages approximately $293 million in assets across five offices and employs a team-based approach using both discretionary and non-discretionary portfolio management integrated with written financial plans.
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