Fiduciary Wealth Management, LLC fees and pricing
Financial planner in Little Rock, Arkansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Fiduciary Wealth Management, LLC charges $250 an hour and a flat or project fee of $3,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“For clients who choose financial planning services alone, fees are charged at a rate of $250 per hour.”
- Flat or project fee
- $3,000-$6,000
“Comprehensive financial plans may also be charged at a flat rate ranging from $3,000 - $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fiduciary Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for financial planning services are due and payable upon delivery of the services.”
- “Compensation – Retirement Plan Consulting Services FWM’s fees for providing services for consulting services to Retirement Plan Sponsors are charged at a flat rate of $2,500, payable quarterly in advance.”
- “All fees are payable quarterly in advance.”
How Fiduciary Wealth Management, LLC’s fees compare
- Its hourly rate of $250 is above the Arkansas median of $225. 53% of the 34 other Arkansas planners that publish an hourly rate charge less.
- 5 of the 13 other planners in Little Rock that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$6,000 spans the Arkansas median of $3,600. 61% of the 23 other Arkansas planners that publish a flat or project fee charge less.
- 3 of the 7 other planners in Little Rock that publish a flat or project fee charge less.
About Fiduciary Wealth Management, LLC
“Firm Information FWM is an investment adviser and provides discretionary and non-discretionary wealth management services and financial planning services to individuals, high net worth individuals, trusts and estates.”
- Firm size: 2 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Business owners
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 76
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $58,526,166
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284324
- Website
- fidwm.com (opens in new tab)
- Phone
- (501) 351-7669
Other planners in Little Rock that publish fees
- Advanced Retirement Solutions, Inc.Little Rock$150/hr, $250-$2,500
- Brown Capital Management, LLCLittle Rock$200/hr
- Caprock Wealth ManagementLittle Rock$350/hr, $2,500-$30,000
- Clientfirst Wealth Management, LLCLittle Rock$4,800/yr
- Corkern & Co., Inc.Little Rock$275/hr
- Daniel Financial Group, Inc.Little Rock$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.