Advisor at Fiduciary Solutions 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 Solutions LLC
Location
Roseville, CA 95661
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Daniel Ahmad is a CFP® with 20 years of industry experience and is currently affiliated with Fiduciary Solutions LLC in Roseville, CA. He has held roles at Fiduciary Solutions LLC since 2011 and serves as president of Peak Financial Freedom Group LLC and PFFG Insurance Agency LLC. Outside of his advisory work, he is involved in mentoring and coaching licensed insurance agents through TruChoice Financial Group, LLC. Fiduciary Solutions, LLC serves individual and high-net-worth clients by selecting and monitoring third-party money managers rather than directly managing portfolios. The firm emphasizes retirement cash flow and risk mitigation by matching clients to model portfolios managed by designated third-party managers.
$0 - $500,000: 0.45% $500,001 - $1,000,000: 0.35% $1,000,001+: 0.15%
Insurance commissions and brokerage commissions received by certain representatives for product sales, not primary source of advisory fees.
Minimum fee: $400.00 minimum annual fee charged by TPMM
2520 Douglas Blvd., Ste. 110
Roseville, CA 95661
California · Texas
PFFG Insurance Agency, LLC
2019 - Present (7 years)
Peak Financial Freedom Group, LLC
2014 - Present (12 years)
Fiduciary Solutions, LLC
2011 - Present (15 years)
Irs
1987 - 2016 (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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