Fiducia Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,126,550
Total clients
83
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
83
Average account size
$302,730
About
Fiducia Wealth Management provides discretionary asset management and financial planning to individual clients, high-net-worth individuals, small businesses, and retirement plans. The firm reports approximately $25.1 million in discretionary assets under management across roughly 83 client relationships.
Portfolios are constructed using an asset-allocation approach informed by Modern Portfolio Theory and fundamental analysis, with core holdings typically in ETFs, mutual funds, individual bonds and equities, and traded REITs. The strategy emphasizes long-term investing with periodic rebalancing and may incorporate options strategies as part of portfolio construction and risk management.
Noteworthy distinctions include the firm’s use of derivatives—specifically options such as buying calls and writing covered calls—within separately managed accounts, a practice that is uncommon among independent advisers. The firm is also affiliated with an insurance business; the principal is a licensed insurance producer who spends roughly 10% of his time on insurance activities and may receive commissions, a conflict the brochure discloses and describes mitigation steps for, and the firm generally relies on custodian statements rather than issuing its own written portfolio reports.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Real estate investing
Options & derivatives strategies
Fee options
Financial planning flat fees ranging from $2,500 to $10,000
$0 - $49,999: 2.00% $50,000 - $99,999: 1.75% $100,000 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $1,499,999: 1.00% $1,500,000 - $2,499,999: 0.85% $2,500,000 - $4,999,999: 0.75% $5,000,000 - $7,499,999: 0.65% $7,500,000 - $9,999,999: 0.50% $10,000,000+: 0.40%
Insurance product commissions from sales by Mr. Salazar
Standard rate of $350 per hour for financial planning
Fee-only: Financial planning fees: $350/hour or $2,500 to $10,000 flat fee
Main office location
Fiducia Wealth Management
150 S. Los Robles Ave, Suite 468
Pasadena CA 91101, 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.
California
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 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.
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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.
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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
Quick links
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