Fiduciary Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$7,200⁠-⁠$100,000

“For stand-alone Ongoing Financial Planning Services, fees are based on an annual negotiable fixed fee between $7,200 and $100,000 depending on the client’s needs and the complexity of the plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fiduciary Financial Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “Client will be entitled to a pro rata refund for the days service was not provided in the final month.”
• “The refund will either be refunded back to the account or a check will be mailed to the client if the account has moved prior to refund.”

How Fiduciary Financial Group, LLC’s fees compare

• Its flat or project fee of $7,200-$100,000 is above the California median of $5,000. 99% of the 796 other California planners that publish a flat or project fee charge less.
• 13 of the 13 other planners in San Rafael that publish a flat or project fee charge less.

About Fiduciary Financial Group, LLC

• Firm size: 9 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$7,200 minimum fee (stated in brochure)

Clients

412

Employees

9

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$1,122,904,774

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285681

Website

linkedin.com/company/17900343 (opens in new tab)

Phone

(415) 352-1100

Can advise clients in 10 states: California, Colorado, Idaho, New Hampshire, New Mexico, Nevada, New York, Oregon, Texas, Washington

Other planners in San Rafael that publish fees

• Attune Financial Planning, LLCSan Rafael$3,500⁠-⁠$7,500, $7,500/yr
• Brunger FinancialSan Rafael$25⁠-⁠$100/hr, $1,000⁠-⁠$10,000
• Clarity Wealth PartnersSan Rafael$500/hr, $3,500⁠-⁠$5,500
• HCM WealthSan Rafael$350/hr, $3,000⁠-⁠$5,000
• Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/hr
• IntegrousSan Rafael$175⁠-⁠$300/hr, $2,500⁠-⁠$10,000

Compare all 26 planners in San Rafael