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Fiduciary Services
Fiduciary Services was founded in 2021 and operates from Pocatello, Idaho as a registered investment advisor. The firm occupies a specialized lane within US...
Fiduciary Services
Fiduciary Services was founded in 2021 and operates from Pocatello, Idaho as a registered investment advisor. The firm occupies a specialized lane within US wealth management: it advises on employee stock ownership plans (ESOPs) and other qualified retirement plans. This focus means the firm does not pursue a generalist high-net-worth strategy but instead serves a corporate client base where the retirement plan is often the single largest asset held by employee-participants. The founding team built the practice around fiduciary-grade plan oversight rather than product distribution. Investment advisory services span portfolio management, financial planning, and retirement plan consulting. The firm structures its engagements under a fiduciary standard, meaning it accepts statutory obligations to act in the best interest of plan sponsors and participants. Asset-class exposure typically includes US equities, fixed income, and target-date fund lineups selected through institutional due diligence. Because the firm operates within ERISA-governed plans, its investment menus skew toward low-cost, transparent vehicles — predominantly institutional share-class mutual funds, collective investment trusts, and exchange-traded funds. The geographic footprint extends across US corporate plan sponsors without a retail wealth management overlay. The firm's scale is not publicly disclosed. It reports no additional office locations and does not publish team headcount, AUM, or plan-asset totals. Fiduciary Services does not maintain a LinkedIn company page and generates no press coverage identifiable through public databases as of mid-2026. No adjacent vehicles, philanthropic entities, or operating-business relationships are known. As a newly established advisory practice in a secondary Idaho market, it likely serves a compact book of regional plan sponsors. Architecturally, Fiduciary Services is a pure-play ERISA fiduciary — a posture that differs from bank-trust departments or broker-dealer RIA hybrids that co-exist with product manufacturing. The firm's incentives are not shaped by proprietary fund sales or commission trails. For plan sponsors evaluating advisor selection under ERISA Section 408(b)(2), a standalone fiduciary operating without custody or securities brokerage functions eliminates a structural conflict that remains present in many larger advisory platforms.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Pocatello
Corporate office
Pocatello, ID, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Fiduciary Services?
The firm has not publicly disclosed named principals or an investment committee structure. As a registered investment advisor, investment decisions are made under a fiduciary standard, likely by the founding advisor or a small internal team. No Form ADV summary is publicly accessible to identify control persons as of the current research record.
How is Fiduciary Services compensated for its advisory work?
The firm has not disclosed its fee schedule publicly. RIA practices focused on ERISA plan consulting typically charge a basis-point fee on plan assets, a flat retainer, or a combination. Because Fiduciary Services does not custody assets or sell proprietary products, its revenue originates from advisory fees rather than commissions or revenue-sharing arrangements.
Does Fiduciary Services manage assets directly or act as a sub-advisor?
The firm provides portfolio management among its listed services, which implies direct discretionary or non-discretionary management authority over plan assets. Public records do not indicate sub-advisory relationships. In ESOP practice, the advisor often serves as a named fiduciary to the plan but may delegate investment selection to institutional managers while retaining oversight.
What types of plans does Fiduciary Services advise?
The firm explicitly lists employee stock ownership plans and other qualified plans as its core advisory domain. Qualified plans under Internal Revenue Code Section 401(a) can include 401(k), profit-sharing, and defined-benefit plans. ESOPs represent a distinct subset where the plan holds company stock, requiring specialized fiduciary and valuation expertise.
Is Fiduciary Services affiliated with a bank or broker-dealer?
No affiliation with a bank, trust company, or broker-dealer is known. The firm describes itself solely as a registered investment advisor and wealth manager. Operating as an independent RIA rather than a bank trust department frees the firm from OCC supervision but subjects it to SEC or state securities regulation and ERISA fiduciary obligations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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