AdvisorCensus / Financial advisors / Illinois / Chicago / Fiduciary Financial Partners, LLC
Fiduciary Financial Partners, LLC is an SEC-registered investment advisory firm in Naperville, IL, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.
Quick answers
From the filingHow is Fiduciary Financial Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Fiduciary Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions.
How much does Fiduciary Financial Partners, LLC charge?
Its Form ADV Part 2A brochure dated April 21, 2026 states: Hourly rate: $300 an hour (all work performed by us up to the point of termination). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Fiduciary Financial Partners, LLC located?
Fiduciary Financial Partners, LLC's principal office is in Naperville, IL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Fiduciary Financial Partners, LLC registered with the SEC or a state?
Fiduciary Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 156389.
How much does Fiduciary Financial Partners, LLC manage?
Fiduciary Financial Partners, LLC reports $293,317,145 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (93% discretionary).
How have Fiduciary Financial Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Fiduciary Financial Partners, LLC: Regulatory assets under management: $136,153,236 in the October 2021 data and $293,317,145 in the October 2026 data, up 115%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Fiduciary Financial Partners, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (114); high net worth individuals (99); corporations or other businesses not listed above (4).
Which custodians does Fiduciary Financial Partners, LLC use?
Fiduciary Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Fiduciary Financial Partners, 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/156389
What changed in Fiduciary Financial Partners, LLC's recent Form ADV filings?
In the October 2026 filing data: Changed its office addresses in Chicago, IL. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AHourly rate: $300 an hour (all work performed by us up to the point of termination)
The brochure's wording
For purposes of calculating refunds, all work performed by us up to the point of termination shall be calculated at our hourly fee of $300.
As stated in the firm's Form ADV Part 2A brochure dated April 21, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$293,317,145 as of October 2026, filing dated September 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2013 (13 years)
- Employees
- Total: 6. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $293,317,145 | 6 | September 16, 2026 |
| October 2025 | $247,667,668 | 6 | February 24, 2025 |
| October 2024 | $208,512,844 | 7 | March 13, 2024 |
| October 2023 | $164,648,427 | 7 | September 28, 2023 |
| October 2022 | $175,230,583 | 5 | May 25, 2022 |
| October 2021 | $136,153,236 | 5 | March 17, 2021 |
Regulatory assets under management: $136,153,236 in the October 2021 data and $293,317,145 in the October 2026 data, up 115%.
Total employees: 5 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Changed its office addresses in Chicago, IL.
- Updated its list of owners and control persons (Schedule A).
- September 2026
- Added an office in Chicago, IL.
- March 2026
- Regulatory assets under management went from $247,667,668 to $292,915,636 (+18%).
- February 2026
- Registered or notice-filed in FL, MA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Fiduciary Financial Partners, LLC (CRD 156389): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fiduciary-financial-partners-llc-naperville-il-156389