FIDUCIARY FIRST ADVISING, LLC

Overview

Fiduciary First Advising, LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as a fee-based adviser, charging a mix of percentage-of-AUM, hourly and fixed fees. Investment activity is concentrated and discretionary: the firm reports that all of its reported assets are managed on a discretionary basis, and its dominant allocation approach centers on pooled public funds and mutual funds rather than direct individual-stock activism or large-scale institutional strategies. Manager allocation interest is conservative and implementation-driven. The firm relies heavily on mutual funds and separately managed account (SMA) structures to deliver diversified exposure across core asset classes. Fiduciary First Advising, LLC does not identify itself as an active ESG investor and does not position as a pension consultant or multi-state adviser, which suggests a client-focused retail practice with localized regulatory scope.

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Location & Offices