FIDUCIAONE

Overview

Fiduciaone is an independent registered investment adviser organized as a limited liability company that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm also operates as an insurance broker and sells other financial products, which informs its use of insurance-based solutions—most notably annuities—alongside traditional investment vehicles. Fee arrangements are a combination of percentage-of-AUM, hourly and fixed fees, giving flexibility for both ongoing portfolio relationships and one-off planning engagements. Investment activity is equity‑tilted, with an expressed preference for exchange‑traded securities. Fiduciaone does not position itself as an ESG specialist, does not identify as a multi‑state adviser, and does not act as a capital allocator or pension consultant. The client base is concentrated on individuals and families, and the firm appears organized to support small business owner relationships through customized portfolio management and planning services.

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Public Holdings

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Location & Offices