Fiduciary Financial Group, LLC
SEC RegisteredCPA Advisors, Trusted Wealth Managers
About the firm
FFG Wealth is a fiduciary financial advisory firm with a deep roster of professionals with decades of investment, tax, accounting, and legal experience. They offer personal, highly customized, and always tax-aware advisory services spanning financial investments, real estate assets, tax strategies, equity compensation, estate plan design, insurance packages, and more. They earn no trade or financial product sales commissions and operate solely with a fiduciary duty to their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, tax planning and preparation, legacy and estate planning, and financial planning/optimization, including cash flow management, scenario analysis, and equity compensation planning.
Who they serve
High net worth retirees, executives, tech professionals, and successful business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 155 | $56M |
| High Net Worth Individuals | 237 | $954M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.95% |
| Next $1,000,000 | 0.85% |
| Next $3,000,000 | 0.75% |
| Next $5,000,000 | 0.60% |
| Next $20,000,001 | 0.50% |
| Over $30,000,000 | 0.35% |
Data as of March 6, 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 Financial Group, 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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