Question 1

What is the process?

Accepted Answer

The process begins with a brief 30-minute Retirement Fit Call to learn more about your preferences and share ours. If it seems like a good fit, we then schedule a deeper meeting to explore your financial goals.​Our approach

Question 2

How are you compensated?

Accepted Answer

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, which means we grow when you grow. We do not receive commissions, referral or hidden fees, or any other method of compensation.
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Question 3

Why a Fee-Only Advisor?

Accepted Answer

​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.

Question 4

What are your qualifications?

Accepted Answer

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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See credentials

Question 5

Why a CFP®?

Accepted Answer

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 are required by CFP Board’s Code and Standards to put each client's best interests first.

Question 6

Are you a fiduciary?

Accepted Answer

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.

Question 7

How many clients do you have?

Accepted Answer

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 work best with clients who value a collaborative relationship, communicate openly, and are committed to implementing thoughtful financial decisions.

Question 8

What happens if my advisor leaves?

Accepted Answer

If a dedicated advisor were to leave, another member of the Fiducia advisory team would seamlessly step in to provide 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.

Question 9

Where will my money be held?

Accepted Answer

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.

Question 10

How will we communicate?

Accepted Answer

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, and virtual meetings. Our goal is to make sure you always feel informed, supported, and confident about your financial plan.

Questions, answered clearly.