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 serves individual and high‑net‑worth clients by selecting and monitoring third‑party money managers and creating client‑specific investment policy statements. The firm describes its role as a fiduciary and discloses that its representatives also conduct licensed insurance activities and may offer insurance products outside its advisory services. Instead of directly managing securities, Fiduciary Solutions has limited discretionary authority to select model portfolios offered by two designated third‑party money managers and conducts ongoing due diligence of those managers, with an emphasis on retirement cash flow and downside risk mitigation. The firm does not custody client assets or execute trades itself; custodial relationships and portfolio management are handled by the TPMMs, and the firm reports $0 in regulatory assets under management for itself. The brochure highlights an affiliated insurance agency and ownership ties to holding companies involved in insurance distribution, and it discloses commission‑based compensation, marketing reimbursements from an insurance wholesaler, and a referral fee arrangement with a TPMM as potential conflicts of interest. The firm also directs clients to SEC adviser disclosure resources (including its CRD) and documents conflicts in writing, practices that differentiate it from many peers that both manage portfolios directly and report regulatory AUM.

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.