# Fiduciary Solutions LLC

> Fiduciary Solutions LLC is a state-registered investment advisory firm in Roseville, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated May 19, 2026.

- CRD: 332247
- Filed as: FIDUCIARY SOLUTIONS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Roseville, CA
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332247
- AdvisorCensus page: https://advisorcensus.com/firm/fiduciary-solutions-llc-roseville-ca-332247

## Quick answers

**How is Fiduciary Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fiduciary Solutions LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fiduciary Solutions LLC located?**
Fiduciary Solutions LLC's principal office is in Roseville, CA, according to its Form ADV.

**Is Fiduciary Solutions LLC registered with the SEC or a state?**
Fiduciary Solutions LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 332247.

**What types of clients does Fiduciary Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (484); high net worth individuals (79).

**Does Fiduciary Solutions LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332247

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 484 | $0 |
| High net worth individuals | 79 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NV
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332247

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiduciary Solutions LLC (CRD 332247): Form ADV filing data as of October 2026.