Fiduciary Wealth Advisors

Wealth Management Firm in Sarasota, FL

Firm Info
Address: 2801 Fruitville Rd #160, Sarasota, FL 34237, USA
Phone: (941) 487-8640

Firm Size
Assets Under Management: $72.2 million
# of Advisors: 1
# of Clients: 79
Client to Advisor Ratio: 79:1
Average Account Size: $914,509
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Fiduciary Wealth Advisors, LLC Overview

FIDUCIARY WEALTH ADVISORS, LLC is a registered investment advisory firm that provides investment advice only. The firm is headquartered in Sarasota, FL, and has been in business since 2018. Their fee arrangement is fee-only, which means that they do not receive any commissions from the investments they recommend to their clients. Instead, they charge a fee based on the services they provide. The firm offers a range of services, including financial planning and portfolio management for individuals and small businesses. They work closely with their clients to understand their financial goals and develop personalized investment plans that align with their objectives. Their team of advisors has extensive experience in the financial industry and uses their knowledge to provide sound investment advice to their clients. FIDUCIARY WEALTH ADVISORS, LLC upholds a strict fiduciary standard, which means that they always act in their clients' best interest. They prioritize transparency and honesty in all their dealings with clients, ensuring that they are fully informed about their investment options and the risks involved. This commitment to ethical practices and client care sets them apart from other investment advisory firms in the industry.

Fiduciary Wealth Advisors, LLC is a comprehensive financial planning and investment management firm that caters to a diverse range of clients, from individuals to high net worth individuals. Their expert guidance and personalized approach have helped countless individuals achieve their financial goals and secure their financial future. Fiduciary Wealth Advisors, LLC offers a variety of fee structures to their clients, depending on the service provided. The percentage of AUM (Assets Under Management) fee structure is the most common, where clients pay a percentage of their assets managed by the firm. This fee structure is based on the notion that the firm’s performance is tied to the performance of their clients’ portfolios. For clients who don't want to pay a percentage of their assets or have a lower amount invested, fixed fees are also available. Fixed fees are structured in a way that clients pay a set amount for specific services, which can include financial planning, investment management, or retirement planning. This fee structure is typically best suited for clients with smaller portfolios or for clients who only require specific services. Overall, Fiduciary Wealth Advisors, LLC offers a wide range of fee structures to meet the needs of their clients' financial situations, ensuring a personalized experience that facilitates successful wealth management.

Typical Clients, Fee Structures & Investment Minimum

FIDUCIARY WEALTH ADVISORS, LLC does not mention an investment minimum in their Part 2 Brochure. They state that they do not require a minimum dollar amount to open and maintain an advisory account but have the right to terminate an account if it falls below a minimum size which they determine is too small to manage effectively.

How This Office Can Help Sarasota, FL Residents

Fiduciary Wealth Advisors is dedicated to assisting clients with a variety of financial needs. Whether someone is planning for retirement, looking to diversify their investment portfolio, or concerned about estate planning, they can count on our expertise and guidance. As residents of Sarasota, FL, clients may be facing unique financial situations due to the region's high cost of living, tourism-driven economy, and aging population. For those planning for retirement, our advisors can help clients navigate the complex world of Social Security, Medicare, and other retirement benefits. We can also help them assess their current savings and investments and develop a plan to ensure they have enough money to last throughout retirement. For investors, we offer a range of investment options and strategies to help them reach their financial goals in today's market. And for those concerned about estate planning, we can help them develop a tax-efficient plan that ensures their assets are passed down according to their wishes. At Fiduciary Wealth Advisors, we strive to serve our clients' unique needs and goals with dedication and commitment.

To view the Minimum Investment and Fee Schedule for Fiduciary Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Fiduciary Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Fiduciary Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2801 Fruitville Rd #160, Sarasota, FL 34237, USA
Phone (941) 487-8640
Opening Hours
  • Mon 9 AM–4:30 PM
  • Tue 9 AM–4:30 PM
  • Wed 9 AM–4:30 PM
  • Thu 9 AM–4:30 PM
  • Fri 9 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Fiduciary Wealth Advisors, LLC is registered to service clients in the following states:

  • Florida

Disciplinary History

Fiduciary Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.