Fiduciary Financial Partners, LLC logo

Fiduciary Financial Partners, LLC

Updated today

Client assets under management

$284,818,613

Clients

213

46% high-net-worth

Advisors

5

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

43

Low

Average account size

$1,337,177

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Factor investing / smart beta Options & derivatives strategies Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fixed fees agreed mutually; Retirement Plan flat minimum fee of $5,000

Percentage

$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%

Commissions

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

Project-based

Financial planning services billed at $300 per hour

Other

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 location

Fiduciary Financial Partners, LLC

1250 E. Diehl Road, Suite 404

Naperville IL 60563, United States

Number of offices

5

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

Advisors at this firm

user avatar

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.

Factor investing / smart beta Options & derivatives strategies Business exit / sale strategy Founder/Business Owner Executive
user avatar

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.

Factor investing / smart beta Options & derivatives strategies Business exit / sale strategy Founder/Business Owner Executive
user avatar

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.

Factor investing / smart beta Options & derivatives strategies Business exit / sale strategy Founder/Business Owner Executive
user avatar

John H

CFP®, ChFC®, Series 63

Naperville, IL

Fiduciary Financial Partners, LLC

John Hillman is a CFP® and ChFC® with 40 years of industry experience, currently serving as an advisor at Fiduciary Financial Partners, LLC in Naperville, IL. He has been with Fiduciary Financial Partners and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, he is a trustee managing investments for a revocable trust. 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 employs a combination of fundamental and quantitative investment methods and offers discretionary portfolio management alongside written financial plans.

Factor investing / smart beta Options & derivatives strategies Business exit / sale strategy Founder/Business Owner Executive
user avatar

Nathan W

CFP®, Series 65

Carmel, IN

Fiduciary Financial Partners, LLC

Nathan Wiercioch is a CFP® with five years of industry experience, currently serving as an advisor at Fiduciary Financial Partners, LLC. He has been with the firm since 2019 and previously worked at Turquoise Wealth Management. Fiduciary Financial Partners provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored pension and profit-sharing plans. The firm employs a combination of fundamental and quantitative investment methods and offers discretionary portfolio management alongside written financial plans.

Factor investing / smart beta Options & derivatives strategies Business exit / sale strategy Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")