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FIDUCIARY ADVISORS, LLC

COTTONWOOD HEIGHTS, UT · CRD 104189 · IAPD ↗ · fiduciaryadvisors.com · 801-492-7341

$520.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — FIDUCIARY ADVISORS, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — FIDUCIARY ADVISORS, LLC crossed $500M in regulatory AUM ($464.5M -> $520.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
April 2025 — FIDUCIARY ADVISORS, LLC changed its website from managedplan.com to fiduciaryadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — FIDUCIARY ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
February 2025 — FIDUCIARY ADVISORS, LLC moved its main office from SALT LAKE CITY, UT to COTTONWOOD HEIGHTS, UT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2024 — FIDUCIARY ADVISORS, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2024 — FIDUCIARY ADVISORS, LLC moved its main office from PHILADELPHIA, PA to SALT LAKE CITY, UT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.