Fiduciary Wealth Advisors, LLC

Fiduciary Wealth Advisors, LLC (FWA) is a registered investment adviser based in Sarasota, FL, established in 2014 and owned by Robert Scott Collins. The firm offers investment management services on a discretionary basis, tailoring portfolios to meet individual client needs. FWA primarily allocates assets among mutual funds, ETFs, stocks, and bonds based on client objectives. Clients have discretion over their accounts and can impose reasonable restrictions if necessary. FWA may recommend third-party managers and provides financial planning and consulting services, including business planning, estate planning, and retirement planning. The firm charges annual management fees based on a tiered structure, negotiable based on certain criteria. Financial planning fees range from $1,000 to $10,000, with offsets for investment advisory services. Clients may incur additional fees from third parties. FWA acts as a fiduciary, putting clients' interests first and complying with DOL regulations for IRA rollovers. The firm uses fundamental, technical, and cyclical analysis, and employs a derivative of Modern Portfolio Theory for asset allocation. FWA does not engage in performance-based fees or side-by-side management. The firm serves individuals, high net worth individuals, and charitable organizations, with no minimum account size requirement. FWA does not pay for client referrals and does not accept authority to vote client securities. Clients receive regular account reviews and statements from their custodians. The firm does not have any disciplinary events and does not require prepayment exceeding $1,200.