The Fiduciary Group

The Fiduciary Group (CRD# 221530) is a financial advisory firm headquartered in Savannah, GA. They manage $671,609,726 in 1,135 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    672
    MILLION
  • Total Number of Accounts
    1,135
    ACCOUNTS
  • Average Account Value
    $591,727
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
  • Publication of periodicals or newsletters
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.

CO, FL, GA, LA, NC, SC, TX, VA

Financial Advisors at The Fiduciary Group
Showing 1 - 6 of 6 top financial advisors.
1
Joel P. Goodman
CRD#: 2931111
310 Commercial Drive, Savannah, GA 31406
96
Wealthminder
score

Joel Goodman (CRD# 2931111) is an Investment Advisor Representative working at The Fiduciary Group in Savannah, GA and has over 15 years of experience in the finance industry.

2
Julia L. Butler
CRD#: 5302774
310 Commercial Drive, Savannah, GA 31406
93
Wealthminder
score

Julia Butler (CRD# 5302774) is an Investment Advisor Representative working at The Fiduciary Group in Savannah, GA and has over 8 years of experience in the finance industry.

3
Malcolm L. Butler
CRD#: 2694350
310 Commercial Drive, Savannah, GA 31406
93
Wealthminder
score

Malcolm Butler (CRD# 2694350) is an Investment Advisor Representative working at The Fiduciary Group in Savannah, GA and has over 22 years of experience in the finance industry.

4
Scott B. McGhie
CRD#: 5300958
310 Commercial Drive, Savannah, GA 31406
93
Wealthminder
score

Scott McGhie (CRD# 5300958) is an Investment Advisor Representative working at The Fiduciary Group in Savannah, GA and has over 10 years of experience in the finance industry.

5
Alexander W. Morris
CRD#: 5954463
310 Commercial Drive, Savannah, GA 34106
93
Wealthminder
score

Alexander Morris (CRD# 5954463) is an Investment Advisor Representative working at The Fiduciary Group in Savannah, GA and has over 6 years of experience in the finance industry.

6
Zachary K. Riddle
CRD#: 6206722
310 Commercial Drive, Savannah, GA 31406
89
Wealthminder
score

Zachary Riddle (CRD# 6206722) is an Investment Advisor Representative working at The Fiduciary Group in Savannah, GA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
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.