FIDUCIARY PLANNERS

FIDUCIARY PLANNERS is an SEC-registered investment adviser (CRD 336670). Regulatory assets under management: $1.7M.

Registration

• CRD: 336670
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336670 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search