Fiduciary Partners Investment Consulting, LLC

Fiduciary Partners Investment Consulting, LLC (CRD# 145471) is a financial advisory firm headquartered in Clearwater, FL. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
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.

FL, LA, MI

Financial Advisors at Fiduciary Partners Investment Consulting, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Chad D. Tillery
CRD#: 4763115
2729 S.r. 580, Suite C, Clearwater, FL 33761
96
Wealthminder
score

Chad Tillery (CRD# 4763115) is an Investment Advisor Representative working at Fiduciary Partners Investment Consulting, LLC in Clearwater, FL and has over 12 years of experience in the finance industry. Chad Tillery 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.

2
Michael V. Assaf
CRD#: 5542289
2729 S.r. 580, Suite C, Clearwater, FL 33761
93
Wealthminder
score

Michael Assaf (CRD# 5542289) is an Investment Advisor Representative working at Fiduciary Partners Investment Consulting, LLC in Clearwater, FL and has over 8 years of experience in the finance industry.

3
Kenneth F. Jewell
CRD#: 2128735
2729 S.r. 580, Suite C, Clearwater, FL 33761
73
Wealthminder
score

Kenneth Jewell (CRD# 2128735) is an Investment Advisor Representative working at Fiduciary Partners Investment Consulting, LLC in Clearwater, FL and has over 9 years of experience in the finance industry.

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