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
Series 63, Series 65
Industry experience
14 years
Jeffery Hardin is a financial advisor with Fiduciary Solutions LLC in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has held roles at multiple firms including Peak Financial Freedom Group, LLC and American Global Wealth Management. Outside of advisory work, he is involved in merchandise distribution through Runwell Fleet, where he performs administrative and managerial duties. 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 focuses on retirement cash flow and loss mitigation by matching clients to model portfolios from designated managers, conducting ongoing due diligence without handling trade execution or custody.
$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
Arizona · California · Texas
Peak Financial Freedom Group, LLC
2018 - Present (8 years)
Fiduciary Solutions, LLC
2018 - Present (8 years)
American Global Wealth Management
2017 - 2018 (1 year)
Cape Securities Inc
2017 - Present (9 years)
Cape Investment Advisory, Inc.
2016 - 2018 (2 years)
Paramount Roofing
2015 - 2017 (2 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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