Fiduciary Architects LLC

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Client assets under management

$13,010,780

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$271,058

About

Fiduciary Architects serves individuals, trusts, estates, and corporate clients, offering discretionary portfolio management, investment analysis, and comprehensive financial planning. The firm is a small advisory practice managing roughly $13 million in discretionary assets for under 50 clients and typically requires a $250,000 minimum for managed accounts, though it may waive that minimum.

Fiduciary Architects provides tailored discretionary investment management using multiple methods of analysis (fundamental, technical, charting, cyclical, and economic) and may employ strategies that include long‑ and short‑term equity positions, ETFs (including covered‑call and buffered ETFs), structured notes, variable annuities, and alternative investments. The firm places trades through a qualified custodian, generally implements transactions separately for each account rather than routinely blocking trades, and may recommend unaffiliated sub‑advisers to manage portions of client portfolios.

A distinctive feature disclosed in the brochure is that the firm’s representatives act as licensed insurance agents or brokers and may receive customary fees from insurance sales, a potential conflict the firm says it seeks to mitigate. The firm also states it does not accept commissions for securities, does not maintain custody of client assets, maintains a Code of Ethics, and conducts annual reviews of brokers and any recommended sub‑advisers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Debt management

Fee options

Fixed

Up to $10,000 fixed fee for comprehensive financial planning, negotiable

Percentage

1% to 2%, not exceeding 2% total fee including sub-adviser fees

Project-based

$500 per hour

Other

Account minimum: $250,000 Fee-only: 1% to 2% of assets under management, negotiable, never exceeding 2%

Main office location

Fiduciary Architects LLC

3416 Via Lido Suite G

Newport Beach CA 92663, United States

Number of offices

Most active in

Arizona · California

Disclosures

Business activities & affiliations

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Instagram Website 949-216-0080

Advisors at this firm

Jeffrey B

Series 63, Series 65

Gold Canyon, AZ

Fiduciary Architects LLC

Jeffrey Brandeen is a financial advisor with Fiduciary Architects LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Western International Securities, Inc. for 19 years. Outside of his advisory role, he teaches Intro to International Business as an online instructor at the University of Phoenix and serves as a regional director for the nonprofit Y Service Club of Pasadena. Fiduciary Architects LLC is a California-registered investment adviser serving individual clients, trusts, estates, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a variety of analytical methods to implement both long- and short-term strategies, managing a small client base with personalized investment approaches.

College savings (529s, UTMA, etc.) Debt management

Mark Z

Series 63, Series 65

Newport Beach, CA

Fiduciary Architects LLC

Mark Zielinski is a financial advisor with Fiduciary Architects LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Balboa Wealth Partners, and SANDLAPPER Securities, LLC. He also operates Zielinski & Associates, a consulting and recruiting business. Fiduciary Architects is a California-registered investment adviser serving individual clients, trusts, estates, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a mix of fundamental, technical, charting, cyclical, and economic analysis to implement tailored investment strategies and typically manages a small client roster.

College savings (529s, UTMA, etc.) Debt management

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