# 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.

- CRD: 156389
- Filed as: FIDUCIARY FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naperville, IL
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156389
- AdvisorCensus page: https://advisorcensus.com/firm/fiduciary-financial-partners-llc-naperville-il-156389

## Quick answers

**How 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

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

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

- Hourly rate: $300 an hour (all work performed by us up to the point of termination)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $293,317,145
- Discretionary: $272,631,030
- Non-discretionary: $20,686,115

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 114 | $44,561,475 |
| High net worth individuals | 99 | $240,257,138 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $6,518,234 |
| Corporations or other businesses not listed above | 4 | $1,980,298 |

### 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: 2013 (13 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, IN, MA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- fiduciaryfinancialpartners.com
- Facebook @FiduciaryFP
- Instagram @fiduciaryfinancialpartners
- LinkedIn @fiduciary-financial-partners
- LinkedIn @john-hillman-ba8bb78
- LinkedIn @miaciah-manuel-547a993a
- LinkedIn @neconomos
- X @fiduciaryfp
- X @neconomos
- YouTube @fiduciaryfinancialpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,153,236 | 5 | March 17, 2021 |
| October 2022 | $175,230,583 | 5 | May 25, 2022 |
| October 2023 | $164,648,427 | 7 | September 28, 2023 |
| October 2024 | $208,512,844 | 7 | March 13, 2024 |
| October 2025 | $247,667,668 | 6 | February 24, 2025 |
| October 2026 | $293,317,145 | 6 | September 16, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiduciary Financial Partners, LLC (CRD 156389): Form ADV filing data as of October 2026.
