Fiduciary Planners

Overview

Fiduciary Planners is a small, independent registered investment adviser operating as a sole proprietorship that serves individual and family clients. The firm combines traditional financial planning and portfolio management with insurance brokerage activity and the selection of third‑party managers. Its fee approach is flexible — it charges a percentage of assets under management and also uses hourly and fixed fees; it may accept commission-based arrangements tied to insurance or brokerage services. Investment posture is equity‑oriented, with a clear preference for exchange‑traded securities as the primary vehicle for market exposure. The firm is not positioned as an active ESG investor and appears to operate within a single state. It also acts as a capital allocator to outside managers, using external alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices