FIDUCIARY CONSULTING GROUP, INC.

Overview

Fiduciary Consulting Group, Inc. is an independent registered investment adviser structured as a corporation that focuses on serving individuals and family clients. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses, charging clients on a percentage-of-AUM basis and for some services on an hourly basis. It does not position itself as a capital allocator and is not an active ESG investor. Investment activity skews toward public pooled vehicles, with a clear preference for mutual funds and public funds for the bulk of client portfolios. The firm is not reported as a multi-state adviser and does not identify as a pension consultant or related adviser. Fiduciary Consulting Group, Inc. also lists a law firm among its industry affiliations.

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