Fiduciary Insight, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,000,000
Total clients
75
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
75
Average account size
$266,667
About
Fiduciary Insight provides investment advisory and financial planning services to individuals and high‑net‑worth clients through both discretionary and non‑discretionary managed accounts and also offers retirement plan consulting for company‑sponsored plans. The firm tailors advice and written investment strategies to client goals and risk tolerances, accepts accounts with no stated minimum, and manages approximately $20 million in discretionary client assets.
Investment guidance is based on client‑specific factors such as time horizon and risk tolerance and can incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies. Accounts are reviewed at least quarterly, and the firm typically implements advice through recommended custodians and managed account programs while advising clients to consult tax professionals about potential tax implications.
A distinctive element disclosed in the brochure is that the firm’s principal is also a licensed insurance agent and may offer commissionable insurance products (the brochure notes this activity can occupy up to about 30% of the principal’s time and identifies the resulting potential conflict). The adviser holds an Accredited Investment Fiduciary Analyst (AIFA) credential, provides plan‑sponsor co‑fiduciary and monitoring services, and discloses the use of third‑party service providers with artificial‑intelligence components along with periodic due diligence to address related risks.
Client services
Financial planning
Portfolio management
Fee options
Fixed fees generally range from $500 to $25,000 per project
Under $500,000 - $499,999: 1.50% $500,000 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$100 - $200 per hour depending on negotiation
Fee-only: Fixed fees from $500 to $25,000 per project; Hourly fees from $100 to $200 per hour
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:
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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.
Main office location
Fiduciary Insight, LLC
Suamico WI, United States
Number of offices
1
Forms ADV
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