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

About Us

Retirement Plan Advisory Services

Retirement Plan Advisory Services

Retirement Plan Advisory Services

Holistic Support for Investment and Retirement Committees

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Personal Services and Support

Retirement Plan Advisory Services

Retirement Plan Advisory Services

Guidance, Advice, Investment Solutions, and Financial Planning for Individuals

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Other Specialties

Retirement Plan Advisory Services

Other Specialties

NQDC Plans, Executive Benefits, Financial Wellness, and HSAs

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Why Employers Choose Us as Their Retirement Plan Advisor

Services to Retirement Plan Committees

Fiduciary Support

Target Date Fund and QDIA Consulting

Investment Analysis

Comprehensive and ongoing fiduciary guidance, training, and support to mitigate potential liabilities

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Investment Analysis

Target Date Fund and QDIA Consulting

Investment Analysis

Proprietary fund ranking system that aims to enhance outcomes, manage risks, and reduce fiduciary exposure

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Target Date Fund and QDIA Consulting

Target Date Fund and QDIA Consulting

Target Date Fund and QDIA Consulting

Advanced suitability process to identify a “best-fit” target date fund series and/or QDIA to help meet and document fiduciary obligations

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Courageous Plan Design

Fee Benchmarking and Provider Search

Target Date Fund and QDIA Consulting

Plan design assessments and recommendations focused on enhancing participant retirement outcomes

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Fee Benchmarking and Provider Search

Fee Benchmarking and Provider Search

Fee Benchmarking and Provider Search

RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage

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Employee Engagement

Fee Benchmarking and Provider Search

Fee Benchmarking and Provider Search

Customized plan participant content structured to help optimize outcomes and increase financial wellness

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Other Core Services

Services to Employees and Individuals

Executive Benefit and Key Employee Insurances

Non-Qualified Deferred Compensation Programs

  • IRA Rollover and Wealth Management Solutions
  • Investment Advice and Portfolio Management
  • Financial Planning

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Non-Qualified Deferred Compensation Programs

Executive Benefit and Key Employee Insurances

Non-Qualified Deferred Compensation Programs

  • Provides executives and highly compensated employees a vehicle for deferring income taxes
  • Helps employers recruit, reward, and retain their best talent
  • Restores deferral opportunities limited by IRS and ERISA restrictions

Executive Benefit and Key Employee Insurances

Executive Benefit and Key Employee Insurances

Executive Benefit and Key Employee Insurances

  • We support employers with everything from Corporate Owned Life Insurance (COLI), Split Dollar Programs, Key Person Insurance, Bank Owned Life Insurance (BOLI), Buy Sell and Bonus Programs, to Disability Insurance, and Long Term Care Insurance

Financial Wellness Programs

Start-Up 401(k) and 403(b) Plans

Executive Benefit and Key Employee Insurances

  • Creating behavior change in employees through financial education, tools, and resources

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Health Saving Account Solutions

Start-Up 401(k) and 403(b) Plans

Start-Up 401(k) and 403(b) Plans

  • An unbundled option allowing for investment menu customization, holistic defined contribution plan design, and better retirement outcomes for employees

Start-Up 401(k) and 403(b) Plans

Start-Up 401(k) and 403(b) Plans

Start-Up 401(k) and 403(b) Plans

  • Looking to set-up a new plan? We can assist employers in adding this valuable employee benefit

Our Credentials

Certified 401(k) Professional

Certified Plan Fiduciary Adviser

Accredited Investment Fiduciary

Accredited Investment Fiduciary

Certified Plan Fiduciary Adviser

Accredited Investment Fiduciary

Certified Plan Fiduciary Adviser

Certified Plan Fiduciary Adviser

Certified Plan Fiduciary Adviser

Recognitions

Named to 2020 and 2019 Financial Times 401 Top Retirement Advisers

2020 & 2019

2023, 2022, 2021, 2020, 2019 & 2017

2023, 2022, 2021, 2020, 2019 & 2017

Recognized as one of the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.

2023, 2022, 2021, 2020, 2019 & 2017

2023, 2022, 2021, 2020, 2019 & 2017

2023, 2022, 2021, 2020, 2019 & 2017

Named as one of the top retirement plan advisors under 40

2021 & 2022

2023, 2022, 2021, 2020, 2019 & 2017

2021 & 2022

Named to Financial Advisor IQ Leadership Council

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. Any sample reporting shown on this website is for illustrative purposes only and does not represent past or future results; it is not an analysis of any specific plan or individual. Please consult your financial professional(s) for guidance on your specific situation. 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. © 2025 Fiduciary Advisors, LLC. All rights reserved. Privacy Policy and Legal Disclosures.


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