Fiduciary First Advising, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,663,186
Total clients
44
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
44
Average account size
$446,891
About
Fiduciary First Advising, LLC is a state‑registered independent investment adviser that provides portfolio management and financial planning to individuals (including high‑net‑worth clients) and businesses. The firm delivers continuous, individually tailored investment management along with both ongoing and hourly financial planning engagements.
The firm’s investment approach emphasizes passive portfolio construction and strategic asset allocation grounded in Modern Portfolio Theory, while also allowing tactical deviations and considering fundamental, cyclical, and technical analyses. Portfolios are built to client‑specific investment policies, permit reasonable client‑imposed restrictions, and are reviewed on a regular quarterly basis.
As a small, solo‑advisor practice, the firm reports approximately $14.3 million in discretionary assets across 36 client relationships and does not impose a minimum account size; ongoing financial planning may be included for clients who engage the investment management service. The firm limits custody and execution to a set of recommended custodians (including Charles Schwab, Altruist, and SEI) and maintains two offices despite having a single advisor, factors that can influence trade execution and operational arrangements compared with larger firms.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Ongoing Financial Planning fees range from $1,500 to $12,000 annually, paid quarterly in advance
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
$200-$300 per hour
Main office location
Fiduciary First Advising, LLC
160 Linden Oaks
Rochester NY 14625, United States
Number of offices
2
Most active in
Fiduciary First Advising, LLC has reported serving >5 clients in these states in the last 12 months.
New York
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:
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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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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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