Fiduciary Wealth Partners, LLC
Newton Lower Falls, MA·SEC-registered · CRD #160696
Fiduciary Wealth Partners, LLC is an SEC-registered investment advisory firm in Newton Lower Falls, MA managing $1.5B across 690 client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
690
Advisory staff
8
Fee model
Fee-based
How Fiduciary Wealth Partners, 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 Wealth Partners, LLC
How much does Fiduciary Wealth Partners, LLC manage?
Per its most recent SEC Form ADV filing (03/06/2026), Fiduciary Wealth Partners, LLC reports $1.5B in regulatory assets under management across roughly 690 client accounts.
How does Fiduciary Wealth Partners, LLC charge?
Fiduciary Wealth Partners, 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 Wealth Partners, LLC a fiduciary?
Yes. Fiduciary Wealth Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #160696), 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 Wealth Partners, 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 Wealth Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Newton Lower Falls, MA
Profile compiled from Fiduciary Wealth Partners, LLC's public SEC Form ADV filing (CRD #160696, filed 03/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Fiduciary Wealth Partners, 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 Wealth Partners, LLC? Claim this profile.