THE FIDUCIARY GROUP
SEC RegisteredCONSERVE. PLAN. GROW. ®
About the firm
The Fiduciary Group is an independent fiduciary wealth management firm founded in 1970 that serves individuals, families, businesses, and nonprofits. The firm offers financial planning, investment management, trust and estate administration, and family back-office services, operating with no affiliations to banks, brokers, or financial products. As of year-end 2019, the firm manages over $1.1 billion in investment assets for over 500 clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management for individuals and families (financial planning, investment management, trust and estate administration, family back-office); investment management for businesses and business owners (financial planning for owners and executives, participant directed 401(k) plans, employer-funded retirement plans); and asset management for nonprofits (investment policy development, asset allocation and portfolio management, due diligence reporting for directors and trustees, cash flow planning).
Who they serve
Individuals and families, business owners and executives, and nonprofits (including investment committees and boards).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 271 | $98M |
| High Net Worth Individuals | 350 | $1.3B |
| Charitable Organizations | 41 | $374M |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,000 to $3,000,000 | 0.90% |
| $3,000,000 to $5,000,000 | 0.70% |
| $5,000,000 to $10,000,000 | 0.60% |
| $10,000,000 to $20,000,000 | 0.50% |
| $20,000,000 to $40,000,000 | 0.40% |
| $40,000,000 to $60,000,000 | 0.35% |
| $60,000,000 to $80,000,000 | 0.30% |
| $80,000,000 to $100,000,000 | 0.25% |
| $100,000,000 to $120,000,000 | 0.20% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE FIDUCIARY 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.