Fiduciary Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$177,999,104
Total clients
221
61% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
74
Average account size
$805,426
About
Fiduciary Wealth Group, LLC provides discretionary wealth management, financial planning, retirement plan consulting, and tax preparation services to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. The firm combines ongoing financial planning with portfolio management and also offers stand‑alone tax preparation and consulting engagements.
The firm’s investment approach centers on strategic asset allocation using a core‑and‑satellite framework, with passive index funds and ETFs as the core and selectively added actively managed funds in satellite positions; portfolios are monitored and periodically rebalanced. For wealth management clients the firm generally operates with discretionary authority and may employ a range of strategies (including long‑ and short‑term purchases, option writing, and cash management); it also discloses the use of AI tools for analysis and meeting transcription, with an opt‑out available.
Noteworthy aspects include complimentary ongoing tax preparation and filing for wealth management clients and the availability of stand‑alone tax services, together with a retirement‑plan practice that provides participant enrollment meetings and investment‑education seminars on topics such as diversification, asset allocation, risk tolerance, and time horizon. The firm manages roughly $178 million in discretionary assets with a small advisory team, integrating investment management, tax services, and plan‑level education into its client offerings.
Client services
Expertise
Fee options
Fixed fee for financial planning up to $12,500; fixed fee for tax preparation up to $3,500
$0 - $499,999: Annual maximum fee $4,000 $500,000 - $749,999: Annual maximum fee $6,000 $750,000 - $999,999: Annual maximum fee $8,000 $1,000,000 - $1,499,999: Annual maximum fee $10,000 $1,500,000 - $1,999,999: Annual maximum fee $14,000 $2,000,000 - $2,499,999: Annual maximum fee $18,000 $2,500,000 - $2,999,999: Annual maximum fee $22,000 $3,000,000 - $4,000,000: Annual maximum fee $26,000 $4,000,000+: Annual maximum fee $30,000
Maximum hourly rate of $350 for consulting services, negotiable
Minimum fee: Annual maximum fees per tier ranging from $4,000 to $30,000 Fee-only: Financial planning fixed fee up to $12,500; hourly consulting fee up to $350 per hour; tax preparation fee up to $3,500; retirement plan consulting fee up to 1.25% of plan assets annually or negotiable fixed fee
Main office location
Fiduciary Wealth Group, LLC
6784 Loop Road Suite# 208
Centerville OH 45459, United States
Number of offices
2
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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