FIDUCIARY EXPERTS LLC
SEC RegisteredYour Prudent Expert.
About the firm
Fiduciary Experts LLC serves as a consultant and advisor to institutions and government agencies as an independent party and fiduciary of retirement plans. The firm works with TPA, Broker, and Vendor relationships to assure full transparency and help plan sponsors avoid conflicts of interest. Fiduciary Experts has no affiliation to any broker/dealer and is registered as an RIA regulated by the State of California and the SEC.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement plan advisory and consulting services, investment consulting and monitoring, benchmarking costs and services, benchmarking and costs renegotiation, quarterly reporting, wealth management, retirement and financial planning, employee education and enrollment sessions (offered in English and Spanish), and a client vault for secure document access.
Who they serve
Small to mid-size retirement plan sponsors, institutions, government agencies, and municipal governments seeking an independent fiduciary and co-fiduciary for their retirement plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 46 | $4.6M |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 6 | $257M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 30, 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 EXPERTS LLC 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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