Fidato Wealth LLC

Fidato Wealth LLC is a financial advisor firm established in 2011, specializing in Asset Management and Financial Planning & Consulting services. The firm's assets under management total $270,685,729 as of December 31, 2022. Clients can expect tailored investment strategies, including individual stock and bond portfolios, ETFs, and mutual funds. Fidato Wealth LLC emphasizes continuous account supervision, with quarterly reviews and potential rebalancing based on client needs and goals. Financial planning services cover various areas such as investment, retirement, estate, and tax planning. For Asset Management services, fees are based on a percentage of assets under management, ranging from 0.50% to 1.50%. The minimum annual fee for directly managed accounts is $5,000. Financial planning clients may be charged a consultation fee ranging from $500 to $1,000, which can be waived upon engaging with the firm. The firm does not charge performance-based fees or accept commissions for securities sales. Fidato Wealth LLC acts as a fiduciary, prioritizing clients' best interests and maintaining high ethical standards. The firm does not provide cash or non-cash compensation for client referrals. Clients' accounts are reviewed quarterly, and the firm does not accept proxy authority to vote client securities. The firm participates in TD Ameritrade's institutional program, offering benefits such as research services and discounted commission rates. Fidato Wealth LLC does not have custody of client funds and does not exercise discretion over non-Asset Management clients' accounts.