Fiduciary Wealth Partners

What Fiduciary Wealth Partners does

Fiduciary Wealth Partners LLC is a privately-held, Boston-based registered investment advisor founded in 2012 that delivers wealth and investment management services to clients. The firm operates with a small team of 1-10 employees under co-founders and managing partners James Cornell and Preston McSwain, positioning itself under a fiduciary duty-of-care service model. Evidence of its portfolio construction approach is limited to SEC-filed 13F holdings, which show meaningful allocation to passive, low-cost ETFs — most notably a ~$42.2 million position (676,059 shares) in Vanguard FTSE Developed Markets ETF (VEA) representing 17.3% of reported holdings, the firm's second-largest position after a Q4 2024 increase of 3.6%.

The firm's business model appears to follow the standard boutique RIA template: managing discretionary client portfolios through asset allocation across public-market instruments, with revenue generated as a percentage of assets under management. The website (fwpwealth.com) was inaccessible during data collection, returning only a verification page rather than substantive content, so product-level details, fee schedules, client minimums, and service tiers could not be confirmed. The firm holds no disclosed patents, certifications, technology integrations, or partnerships, and has no public app, API, or proprietary platform.

With no funding history, M&A activity, leadership changes, product launches, or geographic expansion disclosed, the available evidence indicates a stable, low-profile boutique RIA operating with a traditional buy-and-hold / passive-ETF investment philosophy. Customer logos, segment mix, and revenue figures are not disclosed in the source material, limiting any further inference about the client base or commercial scale beyond the implied AUM derived from the single reported ETF position.

Name

Fiduciary Wealth Partners

Legal name

Fiduciary Wealth Partners LLC

Website

https://fwpwealth.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Fiduciary Wealth Partners LLC is a privately-held, Boston-based registered investment advisor founded in 2012 that provides wealth and investment management services under a fiduciary model, operating with a small team led by co-founders and managing partners James Cornell and Preston McSwain.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Trust & Fiduciary Services (FSAEAKAF)

akta.pro secondary industries

Personal Trust & Fiduciary Administration (FSAEAKAA), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Investment management
• Fiduciary advisory
• Portfolio management
• Financial planning

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Fiduciary Wealth Partners provides wealth and investment management services to clients. Operating as an LLC based in Boston, the firm manages client portfolios that include positions such as the Vanguard FTSE Developed Markets ETF (VEA), reflecting diversified international equity exposure as part of its investment approach.

Product overview

No product or service information available in the provided source data. The source material consists of a news article about the company's investment activities (purchasing ETF shares) and a webpage showing only a verification loading page with no substantive content.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth and Investment Management Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves1 record

Broad incumbents

• Creative Planning: Large national RIA providing comprehensive wealth management, tax, estate, and financial planning services. Comparable fiduciary wealth management offering and fee-based model, though at materially larger scale and with deeper specialty practices than a 1–10 person firm.
• Buckingham Strategic Wealth: St. Louis-based national RIA delivering fiduciary wealth management, investment advisory, and financial planning. Shares the fee-only fiduciary model and emphasis on evidence-based investing that aligns with smaller fiduciary-branded RIAs like the subject firm.
• Fisher Investments: Large privately held investment manager serving HNW and institutional clients with discretionary portfolio management. Overlaps in discretionary investment management and ETF/mutual-fund-driven portfolios, but operates at materially greater scale and with institutional marketing reach.
• Mariner Wealth Advisors: National RIA offering comprehensive wealth advisory, investment management, tax, and estate planning to HNW and ultra-HNW clients. Comparable fiduciary wealth management positioning with an institutional-grade service stack, but with substantially larger AUM and advisor count.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering wealth planning, investment management, and retirement advice to individuals and corporate plans. Comparable in offering wealth and investment management services to mass-affluent and HNW clients, but at vastly greater scale and with broader service breadth.

Direct peers

• Halbert Hargrove: Long-tenured fee-only RIA serving HNW individuals and families with discretionary investment management and financial planning. Most directly comparable in scale, fee-only fiduciary model, and long-duration client relationships, though based in Southern California rather than Boston.
• Plante Moran Financial Advisors: Mid-sized fee-only RIA affiliated with the Plante Moran accounting firm, offering wealth management and financial planning to HNW individuals and business owners. Comparable fiduciary advisory offering with similar team sizes in many offices, and overlapping client base of affluent professionals and business owners.
• True Wealth Design: Small fee-only RIA providing comprehensive financial planning and investment management to individuals and families. Closely comparable in size, fee-only fiduciary model, and personalized service orientation, representing the type of independent RIA that competes for the same affluent clients as Fiduciary Wealth Partners.

Others

• Commonwealth Financial Network: Waltham, MA-based RIA support firm providing practice management, technology, and custody infrastructure to independent financial advisors. Highly comparable geography and shared service to independent RIAs like Fiduciary Wealth Partners, though it operates as a B2B support provider rather than directly managing client assets.

Emerging players

• Carson Group: Growing RIA and advisor support platform providing coaching, technology, and back-office services to independent advisors. Comparable in supporting fiduciary advisor business models, though primarily a B2B platform rather than a direct competitor for end-client wealth mandates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/FwPartner
• Facebookfacebook.com/fiduciarywealthpartners
• LinkedInlinkedin.com/company/fiduciary-wealth-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fiduciary Wealth Partners