# Fiduciary Planners

Fiduciary Planners is a RIA based in Huntington Beach.

## Overview

- **Organization type:** RIA
- **Headquarters:** Huntington Beach
- **Assets under management:** Undisclosed
- **Website:** https://fiduciaryplanners.net

## Regulatory record

- **CRD number:** 336670
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336670

## About

Fiduciary Planners helps people understand how today's financial decisions may influence tomorrow's opportunities. Their objective is not to predict the future but to improve the quality of today's decisions so outcomes align with clients' goals and core values. They use a Clarity Framework that includes Discovery, Financial Pathways Analysis™, Strategic Guidance & Review, and Personal Wealth Management, with a focus on financial and estate planning for clients with complex needs and high net worth.

## People

- AJ DiLiberto — CFP®, Founder & CEO
- A.J. DiLiberto — CFP®

## Questions

### Who runs Fiduciary Planners?

No named principals or key personnel are publicly associated with Fiduciary Planners. The firm does not publish a team page or LinkedIn profile, making it impossible to identify the founder, CEO, or CIO from public sources.

### Where is Fiduciary Planners based?

The firm's headquarters location is not publicly listed. No office address can be confirmed from available public records.

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- [FDFC Management LLC](https://altss.com/profile/fdfc-management-llc)
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Last updated: 2026-08-11T15:06:42.396Z

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