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FIDUCIARY FINANCIAL PARTNERS, LLC

NAPERVILLE, IL · CRD 156389 · IAPD ↗ · 630-780-1534

$293.3MRegulatory AUM
5Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — FIDUCIARY FINANCIAL PARTNERS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
February 2026 — FIDUCIARY FINANCIAL PARTNERS, LLC notice-filed in FL, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
January 2026 — FIDUCIARY FINANCIAL PARTNERS, LLC added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — FIDUCIARY FINANCIAL PARTNERS, LLC reported RAUM up 27% ($164.6M -> $208.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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