Fiduciary Wealth Management, LLC

Fiduciary Wealth Management, LLC (CRD# 166501) is a financial advisory firm headquartered in , . They manage $5,535,407 in 62 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://fiduciarywealthmgmt.com/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $89,281
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Fiduciary Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian Neff, financial advisor Little Elm TX
Brian K. Neff
CRD#: 4022386
Little Elm, TX

Brian Neff (CRD# 4022386) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Little Elm, TX and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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