Fiduciaryvest, LLC

Fiduciaryvest, LLC (CRD# 134351) is a financial advisory firm headquartered in Atlanta, GA. They manage $15,218,469,275 in 96 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    15,218
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $158,525,722
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
  • 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.

GA, PA, TX

Financial Advisors at Fiduciaryvest, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Joe G. Buckalew
CRD#: 1832857
Atlanta, GA
96
Wealthminder
score

Joe Buckalew (CRD# 1832857) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

2
Mark A. Kallis
CRD#: 2762977
115 Perimeter Ctr Place, Suite 920, Atlanta, GA 30346
96
Wealthminder
score

Mark Kallis (CRD# 2762977) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

3
Andrew Marino
CRD#: 1895071
115 Perimeter Ctr Place, Suite 920, Atlanta, GA 30346
96
Wealthminder
score

Andrew Marino (CRD# 1895071) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.

4
Zachary C. Sadler
CRD#: 5088683
115 Perimeter Ctr Place, Suite 920, Atlanta, GA 30346
96
Wealthminder
score

Zachary Sadler (CRD# 5088683) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.

5
Evan B. Melcher
CRD#: 3097262
115 Perimeter Ctr Place, Suite 920, Atlanta, GA 30346
93
Wealthminder
score

Evan Melcher (CRD# 3097262) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

6
Harold W. Small
CRD#: 4364777
211 Perimeter Center Parkway, Suite 1010, Atlanta, GA 30346
93
Wealthminder
score

Harold Small (CRD# 4364777) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.

7
William P. Jones Jr.
CRD#: 4917339
115 Perimeter Ctr Place, Suite 920, Atlanta, GA 30346
90
Wealthminder
score

William Jones Jr. (CRD# 4917339) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

8
Jason P. Small
CRD#: 5958262
150 N. Radnor Chester Rd., Suite F-200, Radnor, PA 19087
90
Wealthminder
score

Jason Small (CRD# 5958262) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Radnor, PA and has 1 year of experience in the finance industry.

9
Joseph N. Dinunno
CRD#: 2121073
115 Perimeter Ctr Place, Suite 920, Atlanta, GA 30346
87
Wealthminder
score

Joseph Dinunno (CRD# 2121073) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.