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 13 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 7 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 20 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 9 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 5 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 3 years of experience in the finance industry.

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