Fiducia is best suited for people looking for a personalized, long-term financial strategy that aligns with their values and goals. We work with those who want comprehensive financial planning— not solely investment management. Whether you’re a high-net-worth individual, a business owner, or preparing for retirement, we provide expert guidance to help you make informed financial decisions with confidence.

​Choosing a fee-only advisor offers a level of transparency and trust that is often lacking with other types of advisors. Advisors who employ a fee-only structure are paid directly and ONLY by their clients. They don't receive kickbacks, commissions, or incentives from products or strategies they recommend to clients; which eliminates potential conflicts of interest. They operate under a fiduciary duty, meaning they are legally and ethically bound to prioritize the client's financial well-being.

The CERTIFIED FINANCIAL PLANNER® certification is the standard of excellence in the financial planning industry. Working with a CFP® professional provides added assurance of expertise, ethics, and comprehensive financial planning. CFP® professionals have met rigorous education, examination, and experience requirements and must adhere to strict ethical standards. They are legally bound by the CFP Board to put each client's best interests first.

The process begins with a brief 30-minute introductory meeting to learn more about your preferences—and share ours. If it seems like a good fit, we then schedule a deeper meeting with an advisor to explore your financial goals.

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Our approach

At Fiducia, we take a personalized approach to retirement investing, focusing on long-term growth, risk management, and financial security. Every strategy and technology we use is tailored to your unique goals. We emphasize diversified portfolios that balance growth and stability to help you retain more of your wealth. As markets shift and your personal circumstances evolve, we adjust your plan to keep you on track. Our goal is to provide clarity and confidence, so you can retire knowing your assets are working for you every step of the way.

Absolutely. From preparing and filing your taxes to providing forward-looking tax advice designed to minimize future tax burdens, we can help you. We want to ensure that your financial plan aligns with your long-term tax strategy, so you keep more of what’s yours. Taxes is the largest drag on peoples wealth, not anymore.

Tyler is among the most credentialed advisors you’ll find nationwide. His commitment to professional excellence and continuous learning is woven into Fiducia’s culture. Every team member is expected to share that same dedication to growth and education. Those who don’t embrace this standard are encouraged to find a better fit.

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Yes, Fiducia and everyone employed by Fiducia is a fiduciary, which means we are legally bound to act in your best interest. Our commitment is to provide objective advice that prioritizes your financial well-being. We don’t push products, have sales quotas, or receive commissions — our success is measured by your success.

​​We operate on a transparent, fee-only model, ensuring that our recommendations are always aligned with your best interests. Our compensation is solely based on assets under management (AUM), which means we grow when you grow. We do not receive commissions, referral or hidden fees, or any other method of getting compensated.

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Fee Schedule​

Each Fiducia advisor manages no more than 100 client relationships, and often fewer when serving clients with more complex needs. This approach allows us to remain highly responsive, accessible, and attentive to the unique circumstances of every client. We believe true quality service can’t be delivered when an advisor is stretched across hundreds of households. Because of this, we’re selective about the clients we partner with—not only based on assets, but also on alignment in values and mindset. We look to work with individuals who respect our time, communicate promptly, value continuous improvement, and view financial planning as a meaningful priority in their lives.

You’ll have a dedicated advisor who will meet with you for financial planning sessions, portfolio reviews, and most call-ins. Most email communication will also come directly from your advisor; however, some advisors may have a dedicated team member who handles day-to-day correspondence and client service to ensure prompt and efficient responses.

We tailor our communication style to what works best for you. Most of our clients prefer a mix of scheduled check-ins—typically semiannual reviews—along with on-demand communication whenever something comes up. You’ll always have direct access to your advisor via phone, email, or virtual meetings. Our goal is to make sure you always feel informed, supported, and confident about your financial plan.

If a dedicated advisor were to leave, another member of the Fiducia advisory team would seamlessly step in to continue providing the same high level of service and care. Clients are never left on their own to find a new advisor. Fiducia is uniquely positioned in this regard—since retirement is the most common reason clients lose their advisor, our youthful, energetic team ensures that won’t be a concern here. We’re in it for the long run.

No. Clients at Fiducia have complete freedom and flexibility to make the decisions that are best for them—whether that means partnering with Fiducia or choosing a different path. There are no hassles when transferring money in or out of Fiducia at any time—whether it’s after a day, a year, or even decades into our relationship. Luke from our team ensures this process is smooth and effortless for every client.

Fiducia does not directly hold client assets. This provides peace of mind—clients can rest assured that, even if something were to happen to our boutique firm, their funds would remain safely held with the custodian. Our two primary custodians are Altruist and Charles Schwab.

Transferring an account is typically a straightforward process, depending on the account type. Most accounts today can be moved electronically in just a few clicks by Fiducia’s support team, requiring minimal effort from the client or advisor.