Fiduciarypath

Fiduciarypath (CRD# 121254) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $47,508,081,000 in 1,742 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    47,508
    MILLION
  • Total Number of Accounts
    1,742
    ACCOUNTS
  • Average Account Value
    $27,272,148
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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.

AL, AZ, CA, CO, FL, GA, IA, ID, IL, KY, LA, MA, MI, MN, OR, PA, TX, VA

Financial Advisors at Fiduciarypath
Showing 1 - 10 of 71 top financial advisors.
1
Jeffrey S. Elvander
CRD#: 4898447
120 Vantis Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

Jeffrey Elvander (CRD# 4898447) is an Investment Advisor Representative working at Fiduciarypath in Aliso Viejo, CA and has over 12 years of experience in the finance industry.

2
Barbara A. Healy
CRD#: 712443
120 Vantis, Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

Barbara Healy (CRD# 712443) is an Investment Advisor Representative working at Fiduciarypath in Aliso Viejo, CA and has over 37 years of experience in the finance industry. Barbara Healy 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.

3
Daniel J. Kallus
CRD#: 2424974
Houston, TX
96
Wealthminder
score

Daniel Kallus (CRD# 2424974) is an Investment Advisor Representative working at Fiduciarypath in Houston, TX and has over 18 years of experience in the finance industry.

4
Richard R. Kruse
CRD#: 1218830
9655 Schmidt Lake Road, Plymouth, MN 55442
96
Wealthminder
score

Richard Kruse (CRD# 1218830) is an Investment Advisor Representative working at Fiduciarypath in Plymouth, MN and has over 34 years of experience in the finance industry.

5
Vincent G. Learned
CRD#: 5749771
120 Vantis, Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

Vincent Learned (CRD# 5749771) is an Investment Advisor Representative working at Fiduciarypath in Aliso Viejo, CA and has over 8 years of experience in the finance industry. Vincent Learned 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.

6
John L. Livingston
CRD#: 2266423
120 Vantis, Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

John Livingston (CRD# 2266423) is an Investment Advisor Representative working at Fiduciarypath in Aliso Viejo, CA and has over 25 years of experience in the finance industry. John Livingston 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.

7
Nelson D. Rinehart
CRD#: 2617636
120 Vantis, Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

Nelson Rinehart (CRD# 2617636) is an Investment Advisor Representative working at Fiduciarypath in Aliso Viejo, CA and has over 6 years of experience in the finance industry.

8
Brian A. Roberts
CRD#: 1652043
120 Vantis, Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

Brian Roberts (CRD# 1652043) is an Investment Advisor Representative working at Fiduciarypath in Aliso Viejo, CA and has over 30 years of experience in the finance industry.

9
Solomon J. Stewart
CRD#: 5823172
120 Vantis, Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

Solomon Stewart (CRD# 5823172) is an Investment Advisor Representative working at Fiduciarypath in Aliso Viejo, CA and has over 7 years of experience in the finance industry.

10
Pamela J. Watson
CRD#: 2148784
120 Vantis, Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

Pamela Watson (CRD# 2148784) is an Investment Advisor Representative working at Fiduciarypath in Aliso Viejo, CA and has over 7 years of experience in the finance industry.

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