Global Fiduciary Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$173,817
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Global Fiduciary Partners provides financial planning and investment advisory services to individuals and high-net-worth clients, with a stated focus on federal professionals such as U.S. Foreign Service officers, civil servants, and other federal employees. Offerings include flat‑fee comprehensive planning, limited-scope and hourly project work, and ongoing portfolio supervision and investment advice.
The firm frames its work around a fiduciary, client-first process that tailors recommendations to each client’s objectives, tax considerations, retirement income needs, and risk tolerance, using tools such as asset allocation, modern portfolio theory, macro analysis, and Monte Carlo simulation. Global Fiduciary Partners typically operates on a non‑discretionary basis — the brochure reports $200,000 in client assets managed non‑discretionarily and no discretionary AUM — and coordinates investment decisions with clients rather than routinely trading on their behalf.
Distinctive features include a formal educational component uncommon among solo independents: tailored seminars and workshops for institutional and international audiences (including U.S. embassies, government agencies, and international schools) and self‑directed online academies focused on federal retirement income and cash‑flow management. The firm’s principal brings embassy‑related experience and combines time‑limited, project‑based planning engagements with these institutional and online educational programs, a combination that is less common among peers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Educational academies
Expertise
Retirement income strategy
Income planning
Social Security optimization
Medicare planning
Roth conversion strategy
Occupation focus
Government Employee
Demographic focus
Mid-Career Professionals
Fee options
Seminars and Workshops: $0 to $50,000 per engagement (flat fee, negotiable)
1.00% annually (minimum annual fee $3,000, may be waived)
$1,000 per hour of service for Hourly Consultations
Federal Retirement Income Academy: $299.99 one-time enrollment fee plus $25 annual renewal fee; Federal Cash Flow Academy: $12.49 monthly fee
Minimum fee: Minimum annual advisory fee of $3,000 for Financial Management and Investment Services (may be waived at advisor's discretion) Fee-only: Comprehensive Financial Planning: $2,400 to $5,000 per engagement; Project-Based Financial Planning (Limited-Scope): $1,800 to $4,500 per engagement; Returning Client Planning Review: $2,000 to $4,500 per engagement; Hourly Consultations: $1,000 per hour
Main office location
Global Fiduciary Partners
539 W. Commerce St, #1042
Dallas TX 75208, United States
Number of offices
1
Most active in
Global Fiduciary Partners has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")