A complete list of active advisors currently associated with Fiduciary Planners

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

Fiduciary Planners is a single-advisor independent registered investment adviser that provides individualized financial planning, discretionary portfolio management, investment consulting and pension consulting to individuals and to pension and profit‑sharing plans. It also offers non‑discretionary portfolio review and participant‑education services for accounts such as 401(k) and other qualified plans. The firm emphasizes ongoing, collaborative financial planning delivered through a negotiated Personal Wealth Management engagement that includes discretionary management, model or custom portfolios, periodic monitoring and rebalancing, and access to third‑party managers when appropriate. Its brochure describes the use of fundamental, technical and cyclical analysis and discloses potential use of more complex strategies — including short sales and structured instruments — and an ERISA fiduciary role when advising clients about retirement rollovers. Distinctive features relative to many peers include the principal’s active activity as a licensed independent insurance agent and as an Independent Marketing Associate for Pre‑Paid Legal Services, arrangements that generate commission income the firm discloses and may offset against advisory fees. The firm also highlights its pension consulting and participant education services, its practice of fully disclosing third‑party manager compensation and dollar‑for‑dollar offsets, and its small, solo‑practitioner scale which shapes its fee negotiation and client service model.

To learn more about the advisors currently working at Fiduciary Planners, 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.