Fiduciary Pension Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fiduciary Pension Partners serves individual clients — including high‑net‑worth individuals — and retirement plan sponsors, offering ongoing discretionary portfolio management and pension consulting services. The firm also provides subadvisor services and can select or recommend third‑party advisers to manage all or a portion of client assets.
The firm documents client goals and risk tolerance in an Investment Policy Statement and monitors accounts on a regular basis under discretionary authority. Its investment process employs a wide set of analysis methods (charting, fundamental, technical, cyclical, quantitative and modern portfolio theory) and typically implements strategies using mutual funds, ETFs (including precious‑metal ETFs), fixed income, annuities and TIPS.
Distinctively, Fiduciary Pension Partners reports managing roughly $74.8 million in discretionary assets while providing advice and consulting on approximately $1.96 billion in assets under advisement, indicating a significant pension‑plan consulting footprint relative to its managed assets. The firm’s representatives are also licensed insurance agents, and the brochure discloses fee‑sharing and revenue‑sharing arrangements with third‑party managers and vendors, which it identifies as potential conflicts of interest to be managed.
Client services
Expertise
Fee options
1.00% annually
Account minimum: $5,000
Main office
Westfield NJ
Advisors at this office
2
Most active in
New Jersey · New York
Also doing business as
Fiduciary Pension Partners, LLC · Fiduciary Plan Partners · Fiduciary Plan Partners, LLC · Lynx Allocation Partners, LLC · Lynx Allocation Partners, 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
Advisors at this firm
Steven P
Series 63, Series 65
Westfield, NJ
Fiduciary Pension Partners, LLC
Steven Puckett is the sole advisor at Fiduciary Pension Partners, LLC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Fiduciary Pension Partners since 2016 and was associated with Gateway Advisory, LLC from 2016 to 2022. Outside of advisory services, he is a majority member and part-owner of Boathouse Investment Properties, LLC, a real estate management business. Fiduciary Pension Partners serves individual clients, including high-net-worth individuals, and retirement plan sponsors by providing discretionary portfolio management and pension consulting. The firm employs a varied investment approach incorporating multiple analytical methods and manages both advisory and consulting assets, with a notable pension plan consulting presence.
Scott L
CFP®, Series 63, Series 66
Westfield, NJ
Fiduciary Pension Partners, LLC
Scott Larson is a CFP® with four years of industry experience, currently serving as the sole advisor at Fiduciary Pension Partners, LLC. His prior experience includes roles at UBS Financial Services and Lincoln Financial Distributors. Fiduciary Pension Partners provides discretionary portfolio management and pension consulting services to individual clients, including high-net-worth individuals, as well as retirement plan sponsors. The firm employs a diverse range of investment analysis methods and manages both client assets and pension-plan consulting relationships.
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