The Fiduciary Group

The Fiduciary Group (CRD# 221530) is a financial advisory firm headquartered in Savannah, GA. They manage $755,544,237 in 1,101 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    756
    MILLION
  • Total Number of Accounts
    1,101
    ACCOUNTS
  • Average Account Value
    $686,235
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
  • Selection of other advisers (including private fund managers)
  • 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, NC, SC, TX, VA

Financial Advisors at The Fiduciary Group
Showing 1 - 8 of 8 top financial advisors.
1
Julia L. Butler
CRD#: 5302774
310 Commercial Drive, Savannah, GA 31406
96
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. Julia Butler 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
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.

3
Scott B. McGhie
CRD#: 5300958
310 Commercial Drive, Savannah, GA 31406
96
Wealthminder
score

Scott McGhie (CRD# 5300958) is an Investment Advisor Representative working at The Fiduciary Group in Savannah, GA and has over 11 years of experience in the finance industry.

4
Alexander W. Morris
CRD#: 5954463
310 Commercial Drive, Savannah, GA 34106
96
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.

5
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.

6
Jared A. Hammers
CRD#: 6762918
310 Commercial Drive, Savannah, GA 34106
90
Wealthminder
score

Jared Hammers (CRD# 6762918) is an Investment Advisor Representative working at The Fiduciary Group in Savannah, GA and has 1 year of experience in the finance industry.

7
Zachary K. Riddle
CRD#: 6206722
310 Commercial Drive, Savannah, GA 31406
90
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.

8
Ernesto Montes
CRD#: 6509719
310 Commercial Drive, Savannah, GA 34106
88
Wealthminder
score

Ernesto Montes (CRD# 6509719) is an Investment Advisor Representative working at The Fiduciary Group in Savannah, GA and has 1 year of experience in the finance industry.

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