Fiduciary Financial Advisors
Fiduciary Financial Advisors
Grand Rapids, MI
Serving Clients Nationwide
The Fiduciary Oath is our North Star
Primary Advisor Locations
Angel Escobedo, CFP®
Andrew Van Alstyne, MBA
Fiduciary Financial Advisors
Locations
📍 9600 Great Hills Trl Suite #150 w., Austin, Texas 78759
📍 1300 Meridian St N Suite 26, Huntsville, AL 35801
📍 32729 Grand River Ave, Suite Z Farmington, MI 48336
📍 420 W Huron Street, Chicago, IL 60654
📍 830 E. Santa Clara St., Ventura, CA 93001
Compensation Methods
- Advice-Only
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Other
- Percentage of Assets Managed
- Subscription
About Fiduciary Financial Advisors
Fiduciary Financial Advisors is an independent financial planning and wealth management firm founded on the core principles of combining lower-cost investment management with robust financial and retirement planning to help our clients navigate financial life.A few things to know about us:
Our Philosophy
Math wins. We are a value-focused firm that seeks to remain as prudent as possible at all times in both investing and financial planning decisions. Our firm credo is “In God we trust, everyone else must bring data.” (credit to Edward Deming)
Fees/costs
We do not recommend commission-based investment products but instead focus on fee-only advice for our investment management service.
To protect our client's best interests, we have a maximum annual advisory fee of 0.95%, regardless of asset size, which may decrease depending on portfolio size or scope of work. This means our clients get a great deal compared with national averages (as measured by the most recent State of Retail Wealth Management published by PriceMetrix*). We proactively attempt to mitigate fees and expenses where possible.
Our clients
Our clients are primarily individuals, families, companies, and foundations. We primarily work with people who are feeling one (or more) of these:
Not sure how much you pay in investment fees or commissions (we have a rule: if you don’t know how much you pay, it’s too much! It’s true almost every time)
Not satisfied with the frequency or type of communication you currently receive
You're putting money away, but still not sure where you will end up come retirement.
Frustrated with a lack of transparency or clarity about your investments
I want to learn more about how to become a better investor, but I don't want to take on a second career.
Many of our Financial Advisors have developed specializations focused on serving particular types of clients. This allows clients with specific needs to find just the right Advisor. To learn about our specialty disciplines, visit the Who We Serve page.
Account size
We have a wide variety of Financial Advisors and as such, we work with investors of all sizes. Some of our Advisors focus on earlier career families while others work with families with at least $2 million in investable assets. At a firm level, we do not believe in investment minimums. However, that does not mean we take on everyone. Like you, we want a relationship based on trust and respect; two qualities that have nothing to do with how much money you have.
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View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Content Creators
- Contractors
- Corporate Executives
- Couples
- Dentists
- Divorce
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Expats
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Immigrants
- Individuals
- Intergenerational Families
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Military
- Newly Engaged / Newlywed
- Non-Traditional Clients
- Nonprofit Employees
- Parents
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Remote Workers
- Retail Industry
- Sales Professionals
- Scientists
- Single Women
- Special Needs
- Specialty Sub-Contractors
- Technology Professionals
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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Andrew Van Alstyne, MBA
Fiduciary Financial Advisors
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