# Access Fiduciary Services, LLC

> 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.

- CRD: 311558
- Filed as: ACCESS FIDUCIARY SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311558
- AdvisorCensus page: https://advisorcensus.com/firm/access-fiduciary-services-llc-311558

## Quick answers

**How is Access Fiduciary Services, LLC compensated?**
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.

**How much does Access Fiduciary Services, LLC charge?**
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.

**Is Access Fiduciary Services, LLC registered with the SEC or a state?**
Access Fiduciary Services, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 311558.

**How much does Access Fiduciary Services, LLC manage?**
Access Fiduciary Services, LLC reports $466,183,271 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).

**What types of clients does Access Fiduciary Services, LLC serve?**
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).

**Which custodians does Access Fiduciary Services, LLC use?**
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.

**Does Access Fiduciary Services, LLC report any disciplinary disclosures?**
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

**What changed in Access Fiduciary Services, LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated May 21, 2026)

- Subscription: $15 a month (subscription fee)

> The subscription fee is $15 per month paid by credit card or ACH payment.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Alerus Retirement & Benefits

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.

### Regulatory assets under management (Item 5.F)
- Total: $466,183,271
- Discretionary: $466,183,271
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $466,183,271 |
| Corporations or other businesses not listed above | 1 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Access Fiduciary Services, LLC (CRD 311558): Form ADV filing data as of October 2026.