Fiduciary Advisors, Inc.

Fiduciary Advisors, Inc. (CRD# 108239) is a financial advisory firm headquartered in Saint Louis, MO. They manage $687,431,810 in 314 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    687
    MILLION
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $2,189,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Fiduciary Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Todd W. Grizzle
CRD#: 4255678
12813 Flushing Meadows Drive, Suite 280, Saint Louis, MO 63131
93
Wealthminder
score

Todd Grizzle (CRD# 4255678) is an Investment Advisor Representative working at Fiduciary Advisors, Inc. in Saint Louis, MO and has over 16 years of experience in the finance industry.

2
John F. Hefele
CRD#: 1073818
12813 Flushing Meadows Drive, Suite 280, Saint Louis, MO 63131
93
Wealthminder
score

John Hefele (CRD# 1073818) is an Investment Advisor Representative working at Fiduciary Advisors, Inc. in Saint Louis, MO and has over 33 years of experience in the finance industry.

3
Patrick M. Ritter
CRD#: 4752124
12813 Flushing Meadows Dr, Suite 280, Saint Louis, MO 63131
93
Wealthminder
score

Patrick Ritter (CRD# 4752124) is an Investment Advisor Representative working at Fiduciary Advisors, Inc. in Saint Louis, MO and has over 10 years of experience in the finance industry. Patrick Ritter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Natalie K. Schaefer
CRD#: 1080197
12813 Flushing Meadows Dr, Suite 280, Saint Louis, MO 63131
93
Wealthminder
score

Natalie Schaefer (CRD# 1080197) is an Investment Advisor Representative working at Fiduciary Advisors, Inc. in Saint Louis, MO and has over 13 years of experience in the finance industry.

5
Melinda A. Trachsel
CRD#: 5030221
12813 Flushing Meadows Dr, Suite 280, Saint Louis, MO 63131
93
Wealthminder
score

Melinda Trachsel (CRD# 5030221) is an Investment Advisor Representative working at Fiduciary Advisors, Inc. in Saint Louis, MO and has over 12 years of experience in the finance industry.

6
Kimberly M. Hauck
CRD#: 4896812
12813 Flushing Meadows Dr, Suite 280, Saint Louis, MO 63131
87
Wealthminder
score

Kimberly Hauck (CRD# 4896812) is an Investment Advisor Representative working at Fiduciary Advisors, Inc. in Saint Louis, MO and has 1 year of experience in the finance industry.

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