Advisor at Fiduciary First Advising, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fiduciary First Advising, LLC
Location
Rochester, NY 14625
Credentials
Series 66
Industry experience
5 years
Christopher Coleman is a financial advisor with Fiduciary First Advising, LLC in Rochester, NY. He holds a Series 66 designation and has five years of industry experience, including prior roles at Sage, Rutty & Co., Inc. and consulting work. Fiduciary First Advising, LLC is an independent, state-registered investment adviser serving individuals and businesses, including high-net-worth clients. The firm focuses on passive portfolio construction and strategic asset allocation based on Modern Portfolio Theory, with portfolios tailored to client-specific investment policies and reviewed quarterly.
Based on Fiduciary First Advising, LLC
Ongoing Financial Planning fees range from $1,500 to $12,000 annually, paid quarterly in advance
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
$200-$300 per hour
160 Linden Oaks
Rochester, NY 14625
New York
Fiduciary First Advising
2021 - Present (5 years)
Sage, Rutty & Co., Inc.
2020 - 2021 (1 year)
Sage, Rutty & Co., Inc.
2019 - 2020 (1 year)
Consulting
2016 - 2019 (3 years)
Rochester Regional Health
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63
Pittsford, NY
Mark Andrew Paganelli
Series 65
Rochester, NY
Fama Fiduciary Wealth LLC
Series 66
Rochester, NY
Balfour Capital Management
Series 65
Rochester, NY
Janal Capital Management LLC
Series 63, Series 65
Fairport, NY
Rothrock Financial Group
Series 65
Penfield, NY
Forza Wealth Advisory Services LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")