# Fiduciary Advisors, LLC

> 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.

- CRD: 104189
- Filed as: FIDUCIARY ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cottonwood Heights, UT
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104189
- AdvisorCensus page: https://advisorcensus.com/firm/fiduciary-advisors-llc-cottonwood-heights-ut-104189

## Quick answers

**How is Fiduciary Advisors, LLC compensated?**
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.

**What does Fiduciary Advisors, LLC's brochure say about its fees?**
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.

**Where is Fiduciary Advisors, LLC located?**
Fiduciary Advisors, LLC's principal office is in Cottonwood Heights, UT, according to its Form ADV.

**Is Fiduciary Advisors, LLC registered with the SEC or a state?**
Fiduciary Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 104189.

**How much does Fiduciary Advisors, LLC manage?**
Fiduciary Advisors, LLC reports $520,231,740 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (0% discretionary).

**How have Fiduciary Advisors, LLC's assets and staff changed since 2021?**
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.

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

**Which custodians does Fiduciary Advisors, LLC use?**
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.

**Does Fiduciary Advisors, 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/104189

**What changed in Fiduciary Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in OH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 29, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- Advisortrust (affiliated with the firm)

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: $520,231,740
- Discretionary: $0
- Non-discretionary: $520,231,740

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $1,722,052 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $518,509,688 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, OH, PA, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fiduciaryadvisors.com
- pcsretirement.com/aspire/premier-choice

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $361,226,320 | 3 | May 5, 2021 |
| October 2022 | $406,882,886 | 4 | March 30, 2022 |
| October 2023 | $333,417,474 | 4 | March 29, 2023 |
| October 2024 | $402,710,963 | 3 | March 29, 2024 |
| October 2025 | $464,470,156 | 2 | March 20, 2025 |
| October 2026 | $520,231,740 | 2 | August 11, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in OH.

### April 2026
- Regulatory assets under management went from $464,470,156 to $520,231,740 (+12%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiduciary Advisors, LLC (CRD 104189): Form ADV filing data as of October 2026.