Fiduciary Advisors, LLC
Fiduciary Advisors, LLC
  • Home
  • About Us
    • The Who, What and Why
    • The Details
    • Financial Wellness
    • Wealth Management
    • Financial Planning
  • Knowledge Center
  • Upcoming Events
  • Contact Us
  • Client Portal
  • Blog
  • More
    • Home
    • About Us
      • The Who, What and Why
      • The Details
      • Financial Wellness
      • Wealth Management
      • Financial Planning
    • Knowledge Center
    • Upcoming Events
    • Contact Us
    • Client Portal
    • Blog
  • Home
  • About Us
    • The Who, What and Why
    • The Details
    • Financial Wellness
    • Wealth Management
    • Financial Planning
  • Knowledge Center
  • Upcoming Events
  • Contact Us
  • Client Portal
  • Blog

Financial Wellness

Welcome to WellCents

WellCents™ is an “end-to-end” worksite financial wellness solution that is inspired to help employees develop financial confidence and remove barriers that prohibits them from reaching their financial goals.

Employees want and need proactive outreach, engagement and handholding to secure their financial future. Get on track to empower happy, healthy and appreciative employees and help retain key talent with WellCents. 


  • Incorporates a mobile app with advisor delivered group and 1-on-1 education
  • Provides coordinated advice that integrates an employer’s benefits offerings
  • Proactive engagement via emails, texts and on-site materials, and more
  • Contests and prizes are used to encourages participation 
  • Mobile app contains assessments, interesting reads, schedule one-on-one sessions and follow action plans
  • WellCents™ Score benchmarks employee behaviors and tracks progress
  • Employer reporting provide insights into your workforce’s challenges and measures overall wellness

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Fiduciary Advisors, LLC, Retirement Plan Advisory Group (“RPAG”), or any other entity referenced within our website or social media platforms. Kestra IS, Kestra AS, Fiduciary Advisors, LLC and any affiliated companies, employees or representatives do not provide tax or legal advice. CA insurance License: 0E92296. Finra's BrokerCheck. Form CRS and Reg BI Disclosures. This website is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For any awards, honors, or accolades noted within this website, advisors did not pay a fee to be considered. Inclusion in these rankings is not indicative of the advisors' future performance. For additional information, please contact the compliance department of Kestra IS and Kestra AS at (844) 553-7872. If you have further questions or comments, please contact Fiduciary Advisors, LLC at (949) 851-6498 or email us at support@fiduciaryadvisors.biz. © 2023 Fiduciary Advisors, LLC. All rights reserved. Privacy Policy and Legal Disclosures.

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