Fiduciary Tactical Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fiduciary Tactical Strategies provides investment management and consulting to individuals, families, trusts and estates, small businesses, family businesses, and charitable organizations. It offers discretionary portfolio management and, separately, investment consulting that can include referrals to independent money managers under solicitor arrangements.
The firm implements a dynamic asset allocation program that explicitly incorporates market timing and technical analysis, using no-load index mutual funds and ETFs as the primary instruments. Portfolios are managed on a discretionary basis in client-designated custodial accounts, and the adviser will recommend third‑party managers when a specialist approach is appropriate.
What is distinctive for this firm among its peers is the explicit use of market timing and technical-analysis-driven tactical allocation, a strategy that is uncommon in this supported advisor category. The firm is a small, long-established adviser with a limited team and modest assets under management, does not aggregate ETF trades, does not vote client proxies, and discloses that it may receive referral fees from independent managers, which the firm identifies as a potential conflict of interest.
Client services
Expertise
Fee options
$10,000 - $99,999: 2.0% $100,000 - $999,999: 1.6% $1,000,000+: Negotiable
Account minimum: $25,000 Fee-only: Advisory fees paid directly by clients; no commissions accepted.
Main office
See office15510 Olive Blvd, Suite 204
Chesterfield MO 63017
Advisors at this office
1
Offices (2)
Most active in
Missouri · Texas
Also doing business as
Fiduciary Tactical Strategies, Inc. · Financial Timing Services Inc
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
Advisors at this firm
Charles W
Series 66
Ballwin, MO
Fiduciary Tactical Strategies, Inc.
Charles Weed is a financial advisor at Fiduciary Tactical Strategies, Inc. with 24 years of industry experience. He holds the Series 66 designation and has been with Fiduciary Tactical Strategies since 2013. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts and estates, small businesses, family businesses, and charitable organizations. The firm employs a dynamic asset allocation approach that incorporates market timing and technical analysis, primarily using no-load index mutual funds and ETFs, and also offers discretionary portfolio management alongside recommendations of third-party managers when specialized strategies are needed.
Terry B
Series 63, Series 65
Chesterfield, MO
Fiduciary Tactical Strategies, Inc.
Terry Bommer is a financial advisor at Fiduciary Tactical Strategies, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fiduciary Tactical Strategies since 1992, as well as Cutter & Company, Inc. from 1992 to 2015. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts, estates, small businesses, family businesses, and charitable organizations. The firm uses a dynamic asset allocation approach that incorporates market timing and technical analysis, primarily employing no-load index mutual funds and ETFs, and offers discretionary portfolio management along with referrals to independent money managers when specialist strategies are appropriate.
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