Fiduciary Advisors, LLC

Overview

Fiduciary Advisors, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2012. The firm serves both individual and family clients as well as institutional clients and functions as a capital allocator, directing client capital to outside managers and pooled vehicles as part of its advice. Core advisory services disclosed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. Its fee approach is flexible, combining a percentage-of-AUM component with hourly, fixed-fee, and other arrangements. The firm does not identify as an active ESG investor.

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Location & Offices