Fiduciary Planners
Firm details
- Headquarters
- ,
- CRD number
- 336670
- Website
- fiduciaryplanners.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fiduciary Planners is a California-based sole proprietorship operating as an independent RIA that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage activities. It acts as a capital allocator, placing client capital with third-party managers when appropriate, and provides selection-of-adviser services. Fee arrangements are flexible and include a percentage-of-AUM fee, hourly charges, fixed fees, and commissions. The firm does not present itself as an ESG investor and is not organized as a multi-state advisory practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds26%
- Investment Grade Corp Bonds18%
- Derivatives5%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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