Fiduciary Financial Group, LLC
San Rafael, CA·SEC-registered · CRD #285681
Fiduciary Financial Group, LLC is an SEC-registered investment advisory firm in San Rafael, CA managing $1.1B across 1.6k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
1.6k
Advisory staff
10
Fee model
Fee-based
How Fiduciary Financial Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Fiduciary Financial Group, LLC
How much does Fiduciary Financial Group, LLC manage?
Per its most recent SEC Form ADV filing (06/10/2026), Fiduciary Financial Group, LLC reports $1.1B in regulatory assets under management across roughly 1.6k client accounts.
How does Fiduciary Financial Group, LLC charge?
Fiduciary Financial Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Fiduciary Financial Group, LLC a fiduciary?
Yes. Fiduciary Financial Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #285681), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Fiduciary Financial Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Fiduciary Financial Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in San Rafael, CA
Profile compiled from Fiduciary Financial Group, LLC's public SEC Form ADV filing (CRD #285681, filed 06/10/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Fiduciary Financial Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Fiduciary Financial Group, LLC? Claim this profile.