# Fiduciary Wealth Management

Fiduciary Wealth Management is a Bank / Wealth / Trust based in Reston, Virginia, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Reston, Virginia, United States
- **Region:** North America
- **Address:** Reston, VA, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** fidwealthman.com

## Regulatory record

- **CRD number:** 284324
- **Registration status:** State-Registered Investment Adviser (AR) — not registered with the SEC; per IAPD as of 2026-10-22
- **Reports private funds:** No

## About

Founded in 2011, Fiduciary Wealth Management built its practice on delivering fee-only investment advisory and financial planning services from a single office in Reston, Virginia. The firm is structured as a registered investment advisor, which binds it to a fiduciary duty that requires it to act in its clients' best interests — a legal distinction from broker-dealers who operate under a less stringent suitability standard. It provides financial planning that typically covers retirement income modeling, tax-efficient distribution strategies, and estate coordination. For corporate clients, the firm advises on qualified retirement plan structure and investment menu design under ERISA guidelines. The practice appears centered on direct client relationships rather than pooled fund structures or alternative investments. Fiduciary Wealth Management operates as a boutique, with a footprint limited to its Reston headquarters. As of mid-2026, publicly available information does not disclose headcount, assets under management, or named principals — a posture consistent with a firm that has not sought broad institutional visibility. There are no known affiliated foundations, club memberships, or separate operating entities. The firm's absence from major industry databases and the lack of a LinkedIn presence further indicate a deliberate low profile, serving a stable, referral-based client book. What structurally distinguishes the firm is its unambiguous commitment to the fiduciary standard in a market where many advisors operate under dual registration — holding both RIA and broker-dealer licenses — which can create conflicts when recommending proprietary products. By operating solely as an RIA, Fiduciary Wealth Management removes the incentive structure that leads to commission-driven advice. This architecture appeals to clients who specifically seek a legal obligation of loyalty and care, rather than a sales relationship dressed as advice.

## Questions

### What does it mean that Fiduciary Wealth Management operates as a fiduciary?

As a registered investment advisor, the firm is legally required to place client interests ahead of its own under the Investment Advisers Act of 1940. This differs from broker-dealers, who operate under FINRA's suitability standard — they must recommend products that are suitable but not necessarily optimal or lowest-cost. An RIA cannot accept commissions, revenue-sharing, or kickbacks that create conflicts without full disclosure and client consent. For retirement plan sponsors governed by ERISA, this fiduciary alignment is often a prerequisite for engagement.

### What services does the firm provide to corporate retirement plans?

Fiduciary Wealth Management advises qualified retirement plans — such as 401(k) and profit-sharing plans — on investment menu construction, provider selection, and ongoing fiduciary oversight. This includes periodic plan reviews, fee benchmarking against peer plans, and participant education. Under ERISA Section 3(38), a plan advisor can assume discretionary investment authority, which shifts fiduciary liability from the plan sponsor to the advisor for the investment selection and monitoring function.

## Related profiles

- [Fiduciary Wealth Advisors](https://altss.com/profile/fiduciary-wealth-advisors)
- [FiduciaryVest](https://altss.com/profile/fiduciaryvest)

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Updated: 2026-10-23T21:38:19.865Z

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