Fiduciary First Advising, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fiduciary First Advising, LLC is an independent, state‑registered advisory firm that manages about $19.7 million for roughly 44 clients, serving individuals, high‑net‑worth individuals, and businesses. The firm provides tailored investment management alongside comprehensive financial planning services delivered on an ongoing or hourly basis.
The firm primarily employs passive investment management grounded in Modern Portfolio Theory, using strategic asset allocation with the ability for tactical deviations and portfolios built largely with index mutual funds and ETFs; accounts are managed on a discretionary basis with quarterly reviews. Clients may impose reasonable written restrictions on individual securities or sectors, and planning is integrated into the advice process with regular monitoring and updates.
Distinctive features include a solo‑practitioner model where the principal combines the advisory and compliance roles and brings prior wealth‑management and consulting experience, and the firm’s practice of recording client meetings for internal recordkeeping and quality assurance (with prior notice). The firm also discloses it does not accept third‑party compensation, generally does not vote client proxies (clients retain that responsibility), and selects custodians based on client needs rather than affiliation.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
$200-$300 per hour, depending on complexity
$1,500 to $12,000 annually, paid quarterly in advance
Main office
160 Linden Oaks
Rochester NY 14625
Advisors at this office
1
Most active in
New York
Also doing business as
Coleman, Christopher Michael · Fiduciary First Advising · Fiduciary First Advising, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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