Fiduciary Financial Services Wealth Management

Fiduciary Financial Services Wealth Management (CRD# 106607) is a financial advisory firm headquartered in Dallas, TX. They manage $348,770,235 in 750 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    349
    MILLION
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $465,027
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
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.

CA, LA, MD, TX, VA

Financial Advisors at Fiduciary Financial Services Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Michael J. Gavett
CRD#: 2690175
12222 Merit Drive Ste 920, Dallas, TX 75251
93
Wealthminder
score

Michael Gavett (CRD# 2690175) is an Investment Advisor Representative working at Fiduciary Financial Services Wealth Management in Dallas, TX and has over 20 years of experience in the finance industry.

2
Donald W. McCoy
CRD#: 1010299
12222 Merit Drive, Suite 920, Dallas, TX 75251
93
Wealthminder
score

Donald McCoy (CRD# 1010299) is an Investment Advisor Representative working at Fiduciary Financial Services Wealth Management in Dallas, TX and has over 34 years of experience in the finance industry.

3
Richard A. Wright
CRD#: 4543246
12222 Merit Drive, Suite 920, Dallas, TX 75251
93
Wealthminder
score

Richard Wright (CRD# 4543246) is an Investment Advisor Representative working at Fiduciary Financial Services Wealth Management in Dallas, TX and has over 16 years of experience in the finance industry.

4
Paul H. Welch
CRD#: 462750
12222 Merit Drive, Suite 920, Dallas, TX 75251
87
Wealthminder
score

Paul Welch (CRD# 462750) is an Investment Advisor Representative working at Fiduciary Financial Services Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

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