Fiduciary Benefits Group
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About the firm
Fiduciary Benefits Group (FBG) is an advisory firm focused on designing exceptional retirement plans for corporations and other organizations. Their core services span retirement plan consulting, private wealth management, and fiduciary governance. FBG operates under a client-first model, limiting advisor practice sizes and offering flat-dollar fee options.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment due diligence, fiduciary governance, workplace financial education, comprehensive plan design, plan fee inspections, custom managed portfolios, financial planning, retirement planning, insurance planning, estate planning, tax planning, and discretionary investment management.
Who they serve
Companies of all sizes, foundations and endowments, non-profit organizations, and contractors subject to prevailing wage/Davis-Bacon requirements.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 66 | $18M |
| High Net Worth Individuals | 122 | $139M |
| Charitable Organizations | 121 | $905M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Investment Management $0-$4M | 1.00% |
| Investment Management $4M-$7M | 0.90% |
| Investment Management $7M-$10M | 0.80% |
| Retirement Plan $0-$10M | 1.00% |
Data as of March 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fiduciary Benefits Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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