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Fiduciary Consulting Group
Fiduciary Consulting Group is a fee-only RIA providing conflict-free wealth management and fiduciary advisory services to families and institutions.
Fiduciary Consulting Group
Fiduciary Consulting Group positions itself as a conflict-free advisor, operating under a fiduciary standard that requires it to act in clients' best interests at all times. The firm's model emphasizes transparency and objectivity, which influences its investment methodology and client relationships. It avoids proprietary products or revenue-sharing arrangements that could create conflicts. The firm provides comprehensive wealth management services, including investment policy development, asset allocation, manager due diligence, and performance reporting. Its approach is grounded in academic research on efficient markets and portfolio theory. Client portfolios are constructed using diversified allocations across public equities, fixed income, and alternative investments. The firm conducts ongoing due diligence on third-party managers and strategies, offering institutional-quality oversight to individuals and families. Geographic focus is domestic United States. Fiduciary Consulting Group serves a mix of private clients and institutional entities. Its team includes professionals with backgrounds in finance, accounting, and law. The firm does not publicly disclose its assets under management or number of client accounts. It maintains a low public profile, with limited media coverage or self-promotion. Recent organizational events are not documented in public sources. The structural differentiator for Fiduciary Consulting Group lies in its strict fiduciary commitment and fee-only compensation model. This framework distinguishes it from many wealth managers that operate under a suitability standard or accept commissions, offering clients a verifiable alignment of interests. The firm's independence from product manufacturers and other financial intermediaries reinforces its advisory integrity.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What is Fiduciary Consulting Group's compensation model?
The firm operates on a fee-only basis, meaning it receives compensation solely from client advisory fees rather than commissions, product sales, or third-party revenue. This model aligns with its fiduciary obligation to act in clients' best interests and avoids conflicts inherent in commission-based or fee-based structures with potential conflicts.
How does Fiduciary Consulting Group approach portfolio construction?
The firm uses a research-driven process grounded in modern portfolio theory and evidence-based investing. It emphasizes broad diversification across asset classes, including public equities, fixed income, and alternative investments, with a focus on cost-efficiency and tax management. Manager selection relies on independent due diligence and quantitative and qualitative factors.
Does Fiduciary Consulting Group offer tax or estate planning services?
The firm primarily focuses on investment advisory and fiduciary services. For complex tax, estate, or legal matters, it may refer clients to outside professionals or work collaboratively with clients' existing advisors. The firm's core expertise lies in investment strategy and portfolio management.
Who is the target client for Fiduciary Consulting Group?
The firm serves high-net-worth individuals, families, and institutional clients. Its services are designed for clients who seek professional investment governance and conflict-free advice, typically with substantial assets. The firm does not disclose a minimum asset threshold.
Is Fiduciary Consulting Group affiliated with any broker-dealer or asset manager?
No. The firm operates as an independent registered investment advisor (RIA) with no affiliations to product manufacturers, broker-dealers, or custodians that could create conflicts of interest. This independence supports its fiduciary commitment.
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