Fiduciary Consulting Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$102,835,647
Total clients
28
89% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$3,672,702
About
Fiduciary Consulting Group provides investment management and financial planning primarily for high‑net‑worth individuals, trusts, qualified retirement plans and businesses. The firm offers portfolio management, development of investment policy statements, and broader financial planning and consulting on topics such as retirement income, college savings, tax and estate planning, and business sale structures.
The firm’s investment approach is long‑term and grounded in Modern Portfolio Theory, emphasizing diversified, low‑cost, passively managed asset‑class mutual funds and ETFs (including use of DFA and Vanguard funds) with periodic rebalancing and risk monitoring. Portfolio management is typically discretionary and the firm generally implements accounts with a stated $1,000,000 minimum (subject to negotiation).
A notable distinguishing feature is the adviser’s affiliation with a separate law practice: the firm’s principal is a practicing real estate, estate‑planning and tax attorney, and clients may obtain legal services from those law firms though such services are provided and billed separately. The adviser also discloses occasional roles with client business entities (e.g., acting as registered agent or manager) and uses third‑party custodial and reporting services (Schwab) and DFA software to support its advisory operations.
Client services
Expertise
Occupation focus
Fee options
$0 - $999,999: 0.80% $1,000,000 - $3,999,999: 0.40% $4,000,000+: 0.20%
$400 per hour for financial planning services
Account minimum: $1,000,000 Minimum fee: $6,000 minimum annual fee for investment management services
Main office location
Fiduciary Consulting Group, Inc.
735 E Venice Ave, Suite 206
Venice FL 34285, United States
Number of offices
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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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