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FIDUCIARY FINANCIAL ADVISORS

GRAND RAPIDS, MI · CRD 172103 · IAPD ↗ · 616-622-3062

$1.33BRegulatory AUM
50Advisory reps
50Employees
59Clients
101-250Planning clients
2Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — FIDUCIARY FINANCIAL ADVISORS notice-filed in AZ, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — FIDUCIARY FINANCIAL ADVISORS added office(s): 6 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
82
April 2026 — FIDUCIARY FINANCIAL ADVISORS grew from 38 to 50 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — FIDUCIARY FINANCIAL ADVISORS notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — FIDUCIARY FINANCIAL ADVISORS added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
December 2025 — FIDUCIARY FINANCIAL ADVISORS now reports 2 private fund(s) ($10.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2025 — FIDUCIARY FINANCIAL ADVISORS crossed $1B in regulatory AUM ($555.4M -> $1.17B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2025 — FIDUCIARY FINANCIAL ADVISORS grew from 22 to 38 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
October 2024 — FIDUCIARY FINANCIAL ADVISORS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
45
August 2024 — FIDUCIARY FINANCIAL ADVISORS notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
July 2024 — FIDUCIARY FINANCIAL ADVISORS notice-filed in LA, NJ, SC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2024 — FIDUCIARY FINANCIAL ADVISORS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — FIDUCIARY FINANCIAL ADVISORS notice-filed in MA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2024 — FIDUCIARY FINANCIAL ADVISORS added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — FIDUCIARY FINANCIAL ADVISORS crossed $500M in regulatory AUM ($352.2M -> $555.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2024 — FIDUCIARY FINANCIAL ADVISORS notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — FIDUCIARY FINANCIAL ADVISORS added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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