Fiduciary Financial Advisors
- Company typePrivate
- Founded2014
- HeadquartersGrand Rapids, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Fiduciary Financial Advisors firmographics
Firmographics- Name
- Fiduciary Financial Advisors
- Legal name
- Fiduciary Financial Advisors, LLC
- Website
- https://forfiduciary.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Fiduciary Financial Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
Keywords
Where Fiduciary Financial Advisors is headquartered
LocationHeadquarters
- HQ city
- Grand Rapids
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Fiduciary Financial Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Only Advisory Services: The firm is an independent, fee-only financial planning and investment management firm. Advisory costs are well below industry average as determined by Price Metrix research. The firm maintains zero clients with a fee higher than the industry average.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only advisory with costs below industry average |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Fiduciary Financial Advisors product offering
Product offeringCore offering
Fiduciary Financial Advisors is an independent, fee-only registered investment adviser delivering comprehensive financial planning and investment management to individuals, families, business owners, and nonprofit organizations. Core services include investment management, retirement planning, tax planning, insurance planning, and specialized nonprofit retirement plan services, all delivered through 47 advisors with no commission-based product recommendations.
Product overview
Fiduciary Financial Advisors operates as a full-service wealth management and financial planning firm offering a unified suite of advisory services. The core offering centers on fee-only financial planning and investment management with no commission-based products. Services include investment management, retirement planning, tax planning, insurance planning, and advisor coordination, all delivered through a network of over 40+ advisors across multiple states. The firm serves diverse client segments including families, business owners, executives, healthcare professionals, nonprofits, and specialized groups such as those going through divorce or receiving inheritances. The business model emphasizes fiduciary responsibility, transparent low-cost advice, and conflict-free investment recommendations.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning & Wealth Management Comprehensive financial planning and wealth management services covering investment management, retirement planning, tax planning, and insurance planning tailored to individual client goals.
- Investment Management Fee-only investment management with no commission-based products, offering low-cost indexing, money manager selection, individual equity portfolios, option strategies, and alternative investments through an open architecture approach.
- Retirement Planning Retirement planning services including identification of achievable goals, healthcare planning, social security optimization, tax planning, and charitable gifting strategies.
- Tax Planning Tax planning services coordinated with clients' attorneys, CPAs, and other advisors to optimize tax efficiency and reduce tax burdens.
- Insurance Planning Insurance planning services working with third-party insurance consultants and brokerage firms to evaluate and meet client insurance needs for estate planning and business succession.
- Nonprofit Services Specialized services for nonprofit organizations including leader and stakeholder education, reserve fund management, retirement plan management (403(b), SIMPLE IRA, 401K), and cause-aligned investment options including ESG funds.
- 401(k) & 403(b) Plan Services Retirement plan services for 401(k) and 403(b) plan sponsors delivering high-quality plan management and employee financial literacy education.
- Account Management Services Management of various account types including 401(k), 403(b), IRA (SEP, Simple, and 401k for self-employed), Trusts, Brokerage Accounts, HSAs, 529s, and Cash Management accounts.
Quantifiable outcome
- Assets under management over $1 billion
- +2 more outcomes
Companies that use Fiduciary Financial Advisors
Customer profileNamed customers2 records
Segments14 records
Ideal customer profiles4 records
Fiduciary Financial Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Fiduciary Financial Advisors partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- FidelitycoreRecognized custodian for client funds. FFA offers guidance on custodian selection but the choice is always the client's. Provides custody services for nonprofit and individual client accounts.
- Charles SchwabcoreRecognized custodian for client funds. Client funds are held and managed at Charles Schwab with guidance on custodian selection.
- AltruistcoreRecognized custodian for client funds, particularly for nonprofit organizations served by FFA's Nonprofit Services Team.
- Count CPAminorCPA firm partnership for tax-related financial planning content. Caleb Spriensma with Count CPA collaborated on tax law changes content for healthcare professionals.
Scale indicators10 records
Recent moves8 records
Expansion highlights6 records
Fiduciary Financial Advisors competitors and assessment
Company assessmentEmerging players
- Facet Wealth: Digital-first fee-only RIA providing flat-fee financial planning; competing for the same mission-driven, conflict-averse client base FFA targets but with a tech-led delivery model.
Direct peers
- Carson Group: Partnership-based RIA platform supporting independent advisors with back-office, investment, and planning resources; relevant comparison as a fee-only RIA acquiring/advisor network model.
- Creative Planning: Large fee-only RIA offering comprehensive financial planning, investment management, and tax services to individuals and businesses; comparable business model and target segments with substantially greater scale.
- Edelman Financial Engines: Fee-only RIA serving millions of households with retirement planning, investment management, and financial planning; directly overlapping service mix and fiduciary model.
- Ronald Blue Trust: Fee-only RIA providing faith-aligned financial planning, investment, and estate services; overlap with FFA's ESG/mindful investor segment and fiduciary advisory model.
- Buckingham Strategic Wealth: Fee-only fiduciary RIA offering financial planning and investment management; similar advisor-led, fiduciary-first positioning with comparable advisor headcount scale.
Broad incumbents
- Northwest Financial Advisors (or comparable RIA aggregator such as Mariner Wealth Advisors): RIA consolidator serving high-net-worth individuals through multiple advisor offices, comparable multi-state RIA rollup strategy relevant to FFA's growth via advisor acquisition.
- Fisher Investments: Large RIA managing private wealth portfolios; relevant comparison point for scale of AUM and fee-based asset management, though more concentrated in higher-net-worth client segment.
- Vanguard Personal Advisor: Vanguard's hybrid robo-advisor service providing fee-based financial planning and portfolio management at very low cost; broad incumbent competing with FFA on price-conscious clientele.
- Charles Schwab Wealth Advisory: Schwab's fee-based wealth advisory service including Schwab Intelligent Portfolios and Personalized Income Planning; large incumbent using proprietary custodial relationship (Schwab also a custodian for FFA).
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Fiduciary Financial Advisors social profiles
Digital presenceFiduciary Financial Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fiduciary Financial Advisors leadership team
Management profileNumber of profiles
Profiles4 records
Fiduciary Financial Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fiduciary Financial Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fiduciary Financial Advisors
What does Fiduciary Financial Advisors do?
Fiduciary Financial Advisors is an independent, fee-only registered investment adviser delivering comprehensive financial planning and investment management to individuals, families, business owners, and nonprofit organizations. Core services include investment management, retirement planning, tax planning, insurance planning, and specialized nonprofit retirement plan services, all delivered through 47 advisors with no commission-based product recommendations.
Is Fiduciary Financial Advisors a public or private company?
Fiduciary Financial Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Fiduciary Financial Advisors founded?
Fiduciary Financial Advisors was founded in 2014. It employs 11 to 50 people.
Where is Fiduciary Financial Advisors based?
Fiduciary Financial Advisors is headquartered in Grand Rapids, United States, in the North America region.
How does Fiduciary Financial Advisors make money?
One revenue line is on record: fee-Only Advisory Services.
Who are Fiduciary Financial Advisors's main competitors?
Facet Wealth is listed as an emerging player. Direct peers are Carson Group, Creative Planning, Edelman Financial Engines, Ronald Blue Trust and Buckingham Strategic Wealth. Broad incumbents are Northwest Financial Advisors (or comparable RIA aggregator such as Mariner Wealth Advisors), Fisher Investments, Vanguard Personal Advisor and Charles Schwab Wealth Advisory.
Does Fiduciary Financial Advisors have an API?
No public API is recorded for Fiduciary Financial Advisors.
What industry is Fiduciary Financial Advisors in?
Fiduciary Financial Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.