# Fiduciary Consulting Group

Fiduciary Consulting Group is a Multi Family Office based in Venice, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Venice, United States
- **Region:** North America
- **Address:** Orlando, FL, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** fiduciaryconsultinggroup.com
- **LinkedIn:** https://www.linkedin.com/company/fiduciary-consulting-group-inc

## Regulatory record

- **CRD number:** 132889
- **SEC file number:** 801-63644
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-28T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132889

## About

Fiduciary Consulting Group acts as a fiduciary to provide a superior alternative to brokerage firms and trust companies. The firm provides independent, fee-only financial planning and investment advisory services to select high net worth individuals and families, focused on wealth management and conservation. It holds a fundamental belief in efficient markets and uses Dimensional Funds in constructing investment portfolios.

## Sectors

- Real Estate
- Private Credit
- Insurance
- Hedge Funds

## People

- Dean Lombardo — President

## Questions

### How does Fiduciary Consulting Group differ from a traditional wealth management firm?

The firm operates as a fee-only RIA, charging advisory retainers rather than earning commissions or distribution fees. It does not manufacture proprietary funds. Lombardo has stated in industry filings that this model eliminates the conflict of interest inherent in commission-based advice and allows the firm to sit fully on the client's side of the table across insurance, real estate, and credit decisions.

### Who runs investment decisions at Fiduciary Consulting Group?

President Dean Lombardo is the named principal and the central investment decision-maker. The firm maintains a compact team structure, meaning Lombardo is directly involved in portfolio construction, deal sourcing, and client relationship management for the limited roster of families under advisory.

### What is the firm's approach to private credit and real estate?

Rather than using third-party interval funds or large blind-pool private equity commitments, the firm sources individual private credit instruments (bridge loans, mezzanine debt, structured settlements) and direct commercial real estate partnerships. Each deal is allocated to specific families based on their individual liquidity and tax profiles.

### What is the minimum relationship size Fiduciary Consulting Group typically works with?

The firm has historically focused on families with $5 million to $50 million in investable assets — a segment it argues is undersized for the largest private banks but too complex for conventional brokerage models. The client roster is intentionally limited to maintain principal-level attention.

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- [NFC Investments](https://altss.com/profile/nfc-investments-llc)
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Last updated: 2026-08-11T15:06:42.396Z

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