Fiduciary Insight, LLC

Overview

Fiduciary Insight, LLC is a small independent registered investment adviser that serves individual and family clients and small businesses. The firm combines financial planning and discretionary portfolio management with an insurance brokerage capability, which informs how it sources retirement income solutions and insurance-linked investments. Fee arrangements are flexible—percentage of AUM, hourly, and fixed fees—so advisors can tailor engagement models to client needs rather than rely solely on AUM billing. Investment activity is centered on pooled public vehicles rather than concentrated single-stock strategies. The firm does not position itself as an allocator to bespoke institutional alternatives or pension consulting; instead, it constructs client portfolios primarily from mutual funds and public investment products, and supplements those with insurance-based solutions such as annuities when appropriate for income or risk-transfer objectives. The adviser is not active on ESG mandates, and it operates as a single-state adviser under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices