# FIDUCIARY PLANNERS

FIDUCIARY PLANNERS is an SEC-registered investment adviser.

## Registration

- CRD: 336670
- Type: SEC-registered investment adviser
- Phone: 714-421-3023
- Latest filing: 2026-03-16
- Regulatory AUM: $1.7M
- Discretionary AUM: $1.7M
- Clients: 1
- Accounts: 22

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336670/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336670/similar
- Related entities: https://search.stillhousedata.com/firm/336670/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336670

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.