Fiduciary Planning LLC
FIDUCIARY PLANNING LLC is an SEC-registered investment advisory firm headquartered in Fargo, North Dakota. Founded in 2019, the firm specializes in providing comprehensive fiduciary advice and wealth management services to individuals and families. As a Registered Investment Adviser (RIA), they operate with a fiduciary duty to act in clients' best interests, maintaining fee-only compensation and offering guidance tailored to clients' financial objectives. The firm generally serves individual investors, focusing on personal financial planning, retirement strategies, and investment management.
Investment Strategy
FIDUCIARY PLANNING LLC provides holistic, fee-only fiduciary planning and investment management services, focusing on objective, client-driven solutions. Their approach is centered around a comprehensive evaluation of each client's unique financial situation, with strategies that emphasize long-term growth, risk management, and integration with broader life goals such as retirement, estate, and tax planning. Investments are selected based on client objectives, risk tolerance, and market conditions, with a commitment to avoiding conflicts of interest.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRW | WISDOMTREE TR | 14.99% | $49.0M | 551,306 | $71.34 | $88.96 | +$5.4M |
F FFEB | FIRST TR EXCHNG TRADED FD VI | 8.52% | $27.9M | 505,308 | $41.78 | $55.15 | +$506.1K |
V VTIP | VANGUARD MALVERN FDS | 7.68% | $25.1M | 496,199 | $47.66 | $50.63 | -$111.6K |
V VRIG | INVESCO ACTIVELY MANAGED EXC | 7.40% | $24.2M | 964,120 | $24.99 | $25.10 | -$96.6K |
E EQWL | INVESCO EXCHANGE TRADED FD T | 4.83% | $15.8M | 137,900 | $85.01 | $114.68 | +$362.2K |