{
  "crd_number": 104189,
  "slug": "fiduciary-advisors-llc-cottonwood-heights-ut-104189",
  "primary_business_name": "FIDUCIARY ADVISORS, LLC",
  "legal_name": "FIDUCIARY ADVISORS, LLC",
  "dbas": [],
  "city": "Cottonwood Heights",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-01-03",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-08-11",
  "carried_forward": false,
  "raum_total": 520231740.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 520231740.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1722052.0,
      "count": 51
    },
    "pension_profit_sharing": {
      "raum": 518509688.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "OH",
    "PA",
    "UT"
  ],
  "websites": [
    "https://fiduciaryadvisors.com",
    "https://pcsretirement.com/aspire/premier-choice"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104189",
  "city_as_filed": "COTTONWOOD HEIGHTS",
  "url": "https://advisorcensus.com/firm/fiduciary-advisors-llc-cottonwood-heights-ut-104189",
  "display_name": "Fiduciary Advisors, LLC",
  "summary": "Fiduciary Advisors, LLC is an SEC-registered investment advisory firm in Cottonwood Heights, UT, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.",
  "citation": "AdvisorCensus. Fiduciary Advisors, LLC (CRD 104189): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Fiduciary Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fiduciary Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Fiduciary Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 29, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Fiduciary Advisors, LLC located?",
      "a": "Fiduciary Advisors, LLC's principal office is in Cottonwood Heights, UT, according to its Form ADV."
    },
    {
      "q": "Is Fiduciary Advisors, LLC registered with the SEC or a state?",
      "a": "Fiduciary Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 104189."
    },
    {
      "q": "How much does Fiduciary Advisors, LLC manage?",
      "a": "Fiduciary Advisors, LLC reports $520,231,740 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (0% discretionary)."
    },
    {
      "q": "How have Fiduciary Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Fiduciary Advisors, LLC: Regulatory assets under management: $361,226,320 in the October 2021 data and $520,231,740 in the October 2026 data, up 44%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fiduciary Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does Fiduciary Advisors, LLC use?",
      "a": "Fiduciary Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Advisortrust (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fiduciary Advisors, 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/104189"
    },
    {
      "q": "What changed in Fiduciary Advisors, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in OH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 361226320.0,
      "total_employees": 3,
      "filing_date": "2021-05-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 406882886.0,
      "total_employees": 4,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 333417474.0,
      "total_employees": 4,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 402710963.0,
      "total_employees": 3,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 464470156.0,
      "total_employees": 2,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 520231740.0,
      "total_employees": 2,
      "filing_date": "2026-08-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in OH."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $464,470,156 to $520,231,740 (+12%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "For retirement plans, the Platform Fee typically ranges from 0.50% to 1.50% per annum depending on the size and complexity of the Plan. The Platform Fee is negotiable and is agreed upon with you prior to opening the account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "For retirement plans, the Platform Fee typically ranges from 0.50% to 1.50% per annum depending on the size and complexity of the Plan. The Platform Fee is negotiable and is agreed upon with you prior to opening the account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Advisortrust",
      "name_as_filed": "ADVISORTRUST",
      "affiliated": true
    }
  ],
  "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/fiduciary-advisors-llc-cottonwood-heights-ut-104189.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 51,
      "fewer_than_5": false,
      "raum": 1722052.0
    },
    {
      "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": 518509688.0
    }
  ],
  "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/104189",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}