FIDUCIARY WEALTH GROUP, LLC

Overview

Fiduciary Wealth Group, LLC is an independent registered investment advisor that runs a largely equity-focused advisory model while offering a mix of financial planning and portfolio management services to individuals, families and small institutions. The firm leans into exchange-traded equities as its primary allocation, supplementing core equity exposure with mutual funds, corporate debt and selected alternative strategies. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars. The adviser uses a fee framework that combines percentage-of-AUM fees with hourly and fixed-fee engagements, which supports both ongoing portfolio management and project-based planning work. The firm is not described as an active ESG investor and is organized as a limited liability company owned by an individual. It registered with the SEC in 2024.

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Public Holdings

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Location & Offices