Fiducia Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,000,000
Clients
45
11% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$800,000
About
Fiducia Wealth Management provides portfolio management and related financial planning services to individual and high‑net‑worth clients, managing about $36 million across roughly 45 client relationships. The firm also offers an optional accounting service through an unaffiliated CPA at no additional cost to clients.
The firm creates written Investment Policy Statements, generally seeks discretionary trading authority, and provides quarterly account reviews and custodian statements. Its investment process combines technical analysis with a long‑term trading horizon and is implemented across mutual funds, ETFs, fixed income, real estate funds, annuities, equities, TIPS, commodities and selected non‑U.S. securities.
Distinctive features noted in the brochure include the firm’s use of client testimonials in advertising, a practice that is uncommon among peers, and its recommendation of the Altruist custodian. The brochure also discloses that the firm’s principal has outside broker‑dealer and insurance registrations—creating potential conflicts when commissionable products are offered—and that the firm does not aggregate trades for multiple client accounts, an operational choice that can affect trade execution.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
$0 - $800,000: 1.25% $800,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.65% $20,000,001+: 0.55%
Main office location
Fiducia Wealth Management
2939 Kenny Rd, Ste 206
Upper Arlington OH 43221, United States
Number of offices
1
Most active in
Fiducia Wealth Management has reported serving >5 clients in these states in the last 12 months.
North Carolina · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
Forms ADV
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