Fiduciary Financial Advisors

Financial Advisor in Grand Haven, MI

Firm Info
Address: 124 Fulton St E Suite 200, Grand Rapids, MI 49503, USA
Phone: (616) 622-3062

Firm Size
Assets Under Management: $323.7 million
# of Advisors: 16
# of Clients: 1,752
Client to Advisor Ratio: 110:1
Average Account Size: $184,760
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Fiduciary Financial Advisors Overview

Fiduciary Financial Advisors is an investment advisory firm specializing in fee-only financial advice. With their headquarters located in Grand Rapids, MI, this relatively new firm has been in operation since 2021, providing high-quality services to their clients. As a registered investment advisory firm, Fiduciary Financial Advisors only offers investment advice, without any bias towards certain products or providers due to commissions or other incentives. Their services are tailored towards individuals and small businesses, offering comprehensive financial planning and portfolio management. Through these services, Fiduciary Financial Advisors aims to help their clients reach their financial goals, whether it be saving for retirement, funding a child's education or investing for long-term growth. In addition to their investment and financial planning services, Fiduciary Financial Advisors also offers corporate employee education services, working with businesses to help educate their employees on topics such as personal finance and investing. With their focus on providing unbiased advice and tailored services, Fiduciary Financial Advisors is a trustworthy choice for those seeking financial guidance.

Fiduciary Financial Advisors is a reputable firm that caters to a wide variety of client types. They offer their services to individuals, high net worth individuals, charitable organizations, and other corporation types not listed, providing tailored financial advice to suit their needs. The firm has extensive experience in providing financial planning and investment management services, helping their clients navigate complex financial landscapes. Fiduciary Financial Advisors offers different fee structures depending on the type of service provided. For investment management, the firm charges a percentage of assets under management (AUM), which typically ranges from 0.50% to 1.50%, depending on the size of the portfolio. Hourly fees are also available for financial planning services, allowing clients to pay for the time spent developing their customized financial plans. Additionally, the firm offers fixed fees for services such as tax planning or estate planning, providing clients with transparent and predictable pricing structures. Overall, the fee structures provided by Fiduciary Financial Advisors are flexible and transparent, ensuring that clients receive value for money in every transaction.

Typical Clients, Fee Structures & Investment Minimum

According to Fiduciary Financial Advisors' Part 2 Brochure, the firm does not have a stated minimum asset size for their services. Therefore, it can be assumed that there is no investment minimum required to work with the firm. This makes their services more accessible to a wider range of clients, including individuals with smaller portfolios, high net worth individuals, and corporations or other business entities.

How This Office Can Help Grand Haven, MI Residents

Fiduciary Financial Advisors is a financial planning company that works closely with clients in Grand Haven, MI. They offer a wide variety of services to help individuals and families achieve financial security and prosperity. One of the primary areas that the company focuses on is retirement planning. Many clients in Grand Haven are approaching retirement age and are concerned about whether they will have enough money to retire comfortably. At Fiduciary Financial Advisors, clients can work with experienced financial planners who will help them map out a retirement income strategy, account for inflation, and choose investments that will help them achieve their retirement goals. In addition to retirement planning, Fiduciary Financial Advisors also offers numerous other financial services. Clients in Grand Haven who are struggling with debt, for instance, can receive guidance on debt management and get help with creating a plan to pay off their debts. The company also offers investment management services, tax planning, and estate planning assistance. Whether you are facing challenges in saving for retirement, struggling with debt, or simply need help navigating complex financial situations, Fiduciary Financial Advisors can provide the guidance and support you need.

To view the Minimum Investment and Fee Schedule for Fiduciary Financial Advisors, visit their Part 2 Brochure.

Services Offered by Fiduciary Financial Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Fiduciary Financial Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 124 Fulton St E Suite 200, Grand Rapids, MI 49503, USA
Phone (616) 622-3062
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Fiduciary Financial Advisors is registered to service clients in the following states:

  • Alabama
  • California
  • Colorado
  • Florida
  • Illinois
  • Michigan
  • Ohio
  • Texas
  • Wisconsin

Disciplinary History

Fiduciary Financial Advisors does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs