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

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

Lodestone Fiduciary LLC is a state-registered investment adviser founded in 2026 that provides continuous, discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, estates, corporate entities, municipal agencies, and charitable foundations. Its services are implemented through client-specific Investment Policy Statements and tax-aware model portfolio overlays. The firm’s investment approach combines asset allocation, quantitative modeling, and fundamental analysis under an internal framework called the “Fiduciary Constitution,” using proprietary scripts and large language models for research and operations while requiring human review for all final investment decisions. Portfolios emphasize tax efficiency (including systematic tax-loss harvesting), unconstrained diversification across individual securities and low-cost ETFs, fractional-share trading via recommended custodians, and allow reasonable client-imposed investment restrictions in writing. Notable features that distinguish Lodestone from many peers include an explicit human-in-the-loop AI governance policy and strict data-sovereignty rules that prohibit inputting client PII into public models, plus an affiliated financial data publishing and software business that occupies roughly 10–15% of the firm principal’s professional hours with formal firewalls to prevent cross-use of client data. The firm operates on a fee-only, asset-based model, does not charge performance-based fees, does not sponsor wrap fee programs, and discloses it does not accept third-party commissions, 12b-1 fees, or soft-dollar arrangements.

To learn more about the advisors currently working at Lodestone Fiduciary 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.

Name	Location	Years of experience
Daniel Wilson	Minnetonka, MN	0

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