Fiduciary Financial Planning Network

Overview

Fiduciary Financial Planning Network operates as an independent registered investment adviser focused on fee-based financial planning and discretionary portfolio management for individuals, families and small businesses. The firm blends advisory work with accounting-related services and runs educational seminars and workshops, positioning itself as a planning-first practice that also implements investment solutions. Its business model uses a mix of percentage-of-AUM fees and fixed fees, and the firm is owned by an individual rather than a larger corporate sponsor. Investment activity skews toward pooled public investments rather than bespoke direct-stock strategies or large allocations to private funds. The firm does not identify as an active ESG investor and is not structured as a multi-state advisory platform or a capital allocator. That said, its stated preference classification suggests a flexible approach to portfolio construction — predominantly using mutual funds and other public vehicles while reserving the option to deploy annuity products where appropriate for client objectives.

Assets & Accounts

Investments & Alternatives

Location & Offices