Fiduciary Wealth Group, LLC
Fiduciary Wealth Group, LLC (CRD# 299711) is a financial advisory firm headquartered in Centerville, OH. They manage $110,717,196 in 392 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management111MILLION
-
Total Number of Accounts392ACCOUNTS
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Average Account Value$282,442
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Fiduciary Wealth Group, LLC
1
Randolph Gantt (CRD# 3274350) is an Investment Advisor Representative working at Fiduciary Wealth Group, LLC in Centerville, OH and has over 24 years of experience in the finance industry.
2
John Girvin (CRD# 4555739) is an Investment Advisor Representative working at Fiduciary Wealth Group, LLC in Centerville, OH and has 1 year of experience in the finance industry.
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