Fiduciary Financial Group, LLC

Fiduciary Financial Group, LLC is a registered investment adviser founded in 2016. The firm specializes in fee-based financial planning and investment advisory services, with a focus on asset management. They offer discretionary direct asset management services to clients, including ongoing portfolio management based on individual investment goals, time horizons, objectives, and risk tolerance. The firm's investment strategies include fundamental, technical, and cyclical analysis to manage client assets. Fiduciary Financial Group does not act as a custodian of client assets, allowing clients to maintain control over their assets. The firm's fee structure for asset management services is tiered based on assets under management, with an annual fee ranging from 0.35% to 0.95%. Additional financial planning services are included for asset management clients and offered as a stand-alone service, with fees ranging from $7,200 to $100,000 annually based on client needs and plan complexity. Fiduciary Financial Group may also provide investment advice on privately issued securities for accredited investors. The firm's principals, Richard Lloyd Davey, Trevor Patrick Scotto, and Thomas "Tom" Vogelheim, hold certifications such as Certified Public Accountant (CPA) and Certified Financial Planner™