Fiduciary Financial Partners, LLC logo

Fiduciary Financial Partners, LLC

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Client assets under management

$284,417,104

Clients

211

47% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

42

Low

Average account size

$1,347,948

About

Fiduciary Financial Partners is an SEC-registered advisory firm that delivers comprehensive wealth management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, and employer-sponsored pension/profit‑sharing plans. The firm manages roughly $293 million in client assets and operates as a small team serving a few hundred client relationships.

The firm builds individualized investment programs using financial‑planning software (e-Money), quantitative tools (including factor investing and portfolio optimization), and third‑party research, and manages accounts on a discretionary or non‑discretionary basis with at least annual reviews. For participant accounts the firm uses a third‑party Pontera order‑management platform to monitor and rebalance held‑away retirement assets while avoiding direct custody of client login credentials (Item 4).

A number of operational features are relatively uncommon for a firm of this size: the brochure discloses that an adviser is also registered with a broker‑dealer and may receive commission‑based compensation for securities and insurance sales, and that certain personnel are licensed insurance agents (Item 10 and Item 5), arrangements the firm acknowledges can create conflicts of interest. The firm also discloses it may engage paid endorsers or solicitors (Item 14) and maintains multiple offices (five), each of which is less common among peer team firms and is highlighted in the disclosure materials.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Equity compensation tax strategy Active portfolio management Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial Planning and Consulting may be offered for a fixed fee; Retirement Plan Advisory and Consulting Services may involve an annual flat/fixed fee with minimum $5,000

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $7,500,000: 0.50% $7,500,001 - $10,000,000: 0.35% $10,000,001+: 0.25%

Commissions

Certain advisory representatives receive commissions from sale of securities and insurance products (e.g., John Hillman)

Project-based

Financial planning services at $300 per hour

Other

Account minimum: $7,500 annually Minimum fee: Minimum client fee of $7,500 annually for Comprehensive Wealth Management Services; minimum flat fee of $5,000 for Retirement Plan Advisory and Consulting Services Fee-only: Financial Planning and Consulting Services billed at $300 per hour or fixed fee mutually agreed upon

Main office location

Fiduciary Financial Partners, LLC

1250 E. Diehl Road, Suite 404

Naperville IL 60563, United States

Number of offices

5

Most active in

Florida · Illinois · Indiana · Massachusetts · Nebraska · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Miaciah M

CFP®, Series 63, Series 65

Naperville, IL

Fiduciary Financial Partners, LLC

Miaciah Manuel is a CFP® with 18 years of industry experience and has been with Fiduciary Financial Partners, LLC since 2012. Based in Naperville, IL, she holds Series 63 and Series 65 licenses. Fiduciary Financial Partners provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and quantitative investment methods to construct portfolios and offers both discretionary management and written financial plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Equity compensation tax strategy Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Dawn S

Series 66

Naperville, IL

Fiduciary Financial Partners, LLC

Dawn Slawson is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, holding a Series 66 designation with 24 years of industry experience. She has been with Fiduciary Financial Partners since 2012. In addition to her advisory role, she holds life and health insurance licenses. Fiduciary Financial Partners offers comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and quantitative investment methods and uses financial planning software to develop customized investment policy statements.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Equity compensation tax strategy Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Nicholas E

Series 63, Series 65

Naperville, IL

Fiduciary Financial Partners, LLC

Nicholas Economos is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fiduciary Financial Partners since 2012. Outside of his advisory role, he serves as president of the DuPage Legal Assistance Foundation and treasurer of Female Strong, both nonprofit organizations. Fiduciary Financial Partners provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a combination of fundamental and quantitative investment methods and manages approximately $248 million in client assets through a five-advisor team.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Equity compensation tax strategy Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

John H

CFP®, ChFC®, Series 63

Naperville, IL

Fiduciary Financial Partners, LLC

John Hillman is a CFP® and ChFC® with 40 years of industry experience, currently serving as an advisor at Fiduciary Financial Partners, LLC in Naperville, IL. He has been with Fiduciary Financial Partners and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, he is a trustee managing investments for a revocable trust. Fiduciary Financial Partners provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a combination of fundamental and quantitative investment methods and offers discretionary portfolio management alongside written financial plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Equity compensation tax strategy Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Nathan W

CFP®, Series 65

Carmel, IN

Fiduciary Financial Partners, LLC

Nathan Wiercioch is a CFP® with five years of industry experience, currently serving as an advisor at Fiduciary Financial Partners, LLC. He has been with the firm since 2019 and previously worked at Turquoise Wealth Management. Fiduciary Financial Partners provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored pension and profit-sharing plans. The firm employs a combination of fundamental and quantitative investment methods and offers discretionary portfolio management alongside written financial plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Equity compensation tax strategy Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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