{
  "crd_number": 311558,
  "slug": "access-fiduciary-services-llc-311558",
  "primary_business_name": "ACCESS FIDUCIARY SERVICES, LLC",
  "legal_name": "ACCESS FIDUCIARY SERVICES, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-08-13",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-11",
  "carried_forward": false,
  "raum_total": 466183271.0,
  "raum_discretionary": 466183271.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 466183271.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "pension_consulting",
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311558",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/access-fiduciary-services-llc-311558",
  "display_name": "Access Fiduciary Services, LLC",
  "summary": "Access Fiduciary Services, LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.",
  "citation": "AdvisorCensus. Access Fiduciary Services, LLC (CRD 311558): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Access Fiduciary Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Access Fiduciary Services, LLC reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "How much does Access Fiduciary Services, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated May 21, 2026 states: Subscription: $15 a month (subscription fee). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Access Fiduciary Services, LLC registered with the SEC or a state?",
      "a": "Access Fiduciary Services, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 311558."
    },
    {
      "q": "How much does Access Fiduciary Services, LLC manage?",
      "a": "Access Fiduciary Services, LLC reports $466,183,271 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Access Fiduciary Services, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (5); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Access Fiduciary Services, LLC use?",
      "a": "Access Fiduciary Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alerus Retirement & Benefits as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Access Fiduciary Services, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311558"
    },
    {
      "q": "What changed in Access Fiduciary Services, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 21, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $15 a month (subscription fee)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $15 a month (subscription fee)"
        ],
        "quotes": [
          "The subscription fee is $15 per month paid by credit card or ACH payment."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 15.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "subscription fee"
        }
      ]
    },
    "quotes": [
      "The subscription fee is $15 per month paid by credit card or ACH payment."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Alerus Retirement & Benefits",
      "name_as_filed": "ALERUS RETIREMENT & BENEFITS",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/access-fiduciary-services-llc-311558.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 466183271.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311558",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}