Fiduciary Advisors, Inc.

Fiduciary Advisors, Inc. is a registered investment adviser established in 2000 by John Hefele, offering consulting and management services primarily to pension, profit sharing, and 401(k) plans, as well as individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm provides comprehensive advisory services, including participant-directed retirement plan services, portfolio management services, and financial planning services. Fiduciary Advisors charges fees based on a percentage of assets under advisement, hourly rates, or fixed fees, with negotiable minimums. The firm does not charge performance-based fees and serves a range of clients, including high net worth individuals, corporate pension plans, charitable organizations, foundations, and government entities. Investment strategies are based on Modern Portfolio Theory, with asset allocation tailored to client risk tolerance and objectives. Fiduciary Advisors exercises investment discretion for clients, managing accounts without constant client consultation. The firm emphasizes ethical conduct, client interests, and confidentiality, with no reportable disciplinary events. Clients have custody of their assets held by third-party custodians, and the firm does not have actual or constructive custody. Clients are responsible for voting proxies for securities in their portfolios. Fiduciary Advisors does not foresee financial conditions impairing its ability to meet client commitments and does not require advance payment exceeding $1,200 per client.