Insights

Distinct Fee Policy Fiduciary Financial Advisors offers a lower fee structure compared to industry standards, with management fees typically ranging from 0.50% to 0.95% and never exceeding 0.95%. This competitive fee approach can attract cost-conscious clients seeking transparent and affordable wealth management solutions.

Community and Collaboration The firm operates as a cooperative of independent financial advisors, providing a unique opportunity for advisors looking for infrastructure support while maintaining autonomy. Sales efforts can focus on recruiting advisors dissatisfied with current firms or seeking a collaborative environment.

Growth Potential With revenue estimated between $50 million and $100 million and a network of advisors, FFA is positioned for expansion within the independent financial advisory space. Targeting affiliated advisors or financial planners interested in fee-only, fiduciary services presents significant cross-selling opportunities.

Tech Stack Utilization Use of digital tools like Squarespace, Calendly, and YouTube indicates a focus on modern customer engagement and operational efficiency. Leveraging these technologies can enhance outreach to prospective clients and advisors, highlighting the firm's innovative approach.

Industry Alignment Fiduciary Financial Advisors operates in a market with large, reputable competitors such as Charles Schwab and Fidelity. Positioning FFA’s lower fee structure, fiduciary commitment, and community-oriented model presents a compelling value proposition for clients and advisors seeking alternatives within the financial services landscape.

Fiduciary Financial Advisors Tech Stack

Fiduciary Financial Advisors uses 8 technology products and services including Facebook Pixel, Calendly, RSS, and more. Explore Fiduciary Financial Advisors's tech stack below.

  • Facebook Pixel
    Analytics
  • Calendly
    Appointment Scheduling
  • RSS
    Content Management System
  • Squarespace
    Content Management System
  • Squarespace Commerce
    E-commerce
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • YouTube
    Video Players

Media & News

Fiduciary Financial Advisors's Email Address Formats

Fiduciary Financial Advisors uses at least 3 format(s):
Fiduciary Financial Advisors Email FormatsExamplePercentage
First.Last@actionpointfp.comJohn.Doe@actionpointfp.com
100%
First@apfpteam.comJohn@apfpteam.com
100%

Frequently Asked Questions

Where is Fiduciary Financial Advisors's headquarters located?

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Fiduciary Financial Advisors's main headquarters is located at 124 Fulton Street East Suite 200 Grand Rapids, Michigan United States. The company has employees across 1 continents, including North America.

What is Fiduciary Financial Advisors's phone number?

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You can contact Fiduciary Financial Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fiduciary Financial Advisors's official website and social media links?

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Fiduciary Financial Advisors's official website is forfiduciary.com and has social profiles on LinkedIn.

What is Fiduciary Financial Advisors's NAICS code?

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Fiduciary Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Fiduciary Financial Advisors have currently?

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As of April 2026, Fiduciary Financial Advisors has approximately 53 employees across 1 continents, including North America. Key team members include Chief Executive Officer: B. P.Founder & Senior Financial Advisor: B. V.Operations Manager: S. H.. Explore Fiduciary Financial Advisors's employee directory with LeadIQ.

What industry does Fiduciary Financial Advisors belong to?

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Fiduciary Financial Advisors operates in the Financial Services industry.

What technology does Fiduciary Financial Advisors use?

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Fiduciary Financial Advisors's tech stack includes Facebook PixelCalendlyRSSSquarespaceSquarespace CommerceGoogle Fonts APIjQueryYouTube.

What is Fiduciary Financial Advisors's email format?

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Fiduciary Financial Advisors's email format typically follows the pattern of First.Last@actionpointfp.com. Find more Fiduciary Financial Advisors email formats with LeadIQ.

When was Fiduciary Financial Advisors founded?

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Fiduciary Financial Advisors was founded in 2014.

Fiduciary Financial Advisors

Financial ServicesMichigan, United States51-200 Employees

Fiduciary Financial Advisors is a community of Financial Advisors that operates as a cooperative. Each Advisor is building their own autonomous practice but with the infrastructure and support of a firm, and the community and collaboration of a family. 

FFA is an independent RIA specializing in financial planning and investment management firm that works in a Fiduciary-only, fee-only capacity for all clients on all investment recommendations. There are many fee-only firms, however there are very few firms dedicated to a LOWER FEE approach. FFA is. Our management fees typically range from 0.50% - 0.95% and NEVER exceed 0.95% on aum agreements. To learn more about my role at FFA, please scroll up to read my profile description.

If you are not highly satisfied with your Advisor or do not have a professional helping you protect and grow your wealth, let's talk. Please contact us here: https://forfiduciary.com/contact. 

OR if you are an Advisor who isn't highly satisfied with your current firm, we should also talk.

Visit us on the web at www.forfiduciary.com

Section iconCompany Overview

Headquarters
124 Fulton Street East Suite 200 Grand Rapids, Michigan United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Fiduciary Financial Advisors's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Fiduciary Financial Advisors's revenue is estimated to be in the range of $50M$100M

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