A complete list of active advisors currently associated with Fiduciary Solutions LLC

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

Fiduciary Solutions, LLC serves individual and high-net-worth clients by providing selection and monitoring of third‑party money managers rather than direct portfolio management. The firm develops an Investment Policy Statement for each client and has limited discretionary authority to select model portfolios offered by designated third‑party managers. The firm’s investment approach is to match clients to model portfolios managed by Beacon Capital Management and Hansen (dba White Rock Capital Management), with an emphasis on retirement cash flow and mitigating large market losses; Fiduciary Solutions conducts initial and ongoing due diligence on those managers. Fiduciary Solutions does not execute trades, take custody of client assets, or directly manage securities—custody and execution are handled by the TPMMs and clients receive statements from the TPMM custodians. Notable distinctions include its affiliation with an insurance distribution network—PFFG Insurance Agency and related holding companies—and that several advisers are licensed insurance agents who may receive commissions, marketing reimbursements, and other incentives from insurance wholesalers; the firm discloses these as conflicts of interest. The firm also limits clients to two specified TPMMs, discloses referral and marketing compensation arrangements with TPMMs and wholesalers, and recently reported a consent order and fine related to registering in Arizona.

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