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The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.

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Building a fiduciary culture of honesty, integrity, and expertise.

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You are here: Home / Real Fiduciary™ Practices Advisor Registry

Real Fiduciary™ Practices Advisor Registry

(Real Fiduciary™) Practices Advisors do more to serve their clients best interest. Each firm agrees to adhere to the high standards of the (Real Fiduciary™) Practices and publicly state to federal and state regulators they do so.


Abacus Planning Group
Columbia, SC

www.AbacusPlanningGroup.com

Addis Hill
Wayne, PA

www.AddisHill.com

Allodium Investment Consultants
Minneapolis, MN

www.AICria.com

Alpha Wealth Strategies
Houston, TX

www.AlphaWealthStrategies.com

American Capital Planning
Leesburg, VA

www.AmericanCapitalPlanning.com
Firm Details

Arch Financial Advisors
Bethesda, MD

www.ArchFinancialAdvisors.com

ARQ Wealth Advisors
Scottsdale, AZ

www.ARQWealth.com
Firm Details

Atlantic Financial Planning
Annapolis, MD

www.AtlanticFinancialPlan.com
Firm Details

Best Financial Life
Danville, CA

www.BestFinLife.com

Charleston Financial Advisors
Charleston, SC

www.CharlestonFinancial.net
Firm Details

Confidence Wealth Management Partners, LLC
New York, NY

Michael Warszawski
Firm Details

Connectum
Oslo, Norway

www.Connectum.no

Connemara Group
Rockville, MD

www.Connemara.com
Firm Details

Dedora Capital
Napa, CA

www.DeDoraCapital.com

Donald W. Nicholson & Associates, Ltd.
Wilmington, DE

www.Nicholson-Associates.com

Epsilon Financial Group
Fairfield, CA

www.EpsilonFG.com/
Firm Details

Elements 5 Investment Management
Bridgewater, NJ

www.Elements5.us
Firm Details

Financial Life Advisors
San Antonio, TX

www.FLAdvisors.com
Firm Details

First Ascent Asset Management
Denver, CO

www.FirstAscentAM.com

FirsTrust
Multiple Florida Locations

www.FinancialTeam.com
Firm Details

Focused Finances, LLC
Oakland, CA

www.FocusedFinances.com
Firm Details

Highland Financial Advisors
Wayne, NJ

www.HighlandPlanning.com

Horizon Wealth Advisors
Houston, TX

www.Horizon-Advisors.com

Houlihan Financial
Ashburn, VA

www.houlihanfinancial.com

Independent Financial Advisors
Cheverly, MD

Firm Details

ISI Financial Group
Lancaster, PA

www.ISIFinancialGroup.com
Firm Details

Marrs Wealth Management
Ames, IA

www.MarrsWealthManagement.com
Firm Details

Modera Wealth Management
Boston, MA; Westwood, NJ; Philadelphia, PA; Charlotte, NC; Atlanta, GA;  Inverness, FL

www.ModeraWealth.com

Moisand Fitzgerald Tamayo
Orlando, FL

www.MoisandFitzgerald.com
Firm Details

Morling Financial Advisors
San Francisco, CA

www.MorlingFinancialAdvisors.com

NPV Advisory Services
Cartersville, GA

www.NPVAdvisory.com

Pagnato Karp
Reston, VA

www.PagnatoKarp.com

Polero Ice Advisers
New York, NY

www.PoleroAdvisers.com

Resource Advisory Services
Knoxville, TN

www.ResourceAdv.com
Firm Details

Sanderson Wealth Management
Buffalo, NY

www.SandersonLLC.com
Firm Details

Scholar Financial
Bowling Green, KY

Firm Details

Sentry Financial Planning
Andover, MA

www.SentryFinancialPlanning.com

Squam Lakes Financial Advisors
Holderness, NH

www.SquamLakesFinancial.com

Ten Talents Financial Planning
Parker, CO

www.TenTalentsFP.com

Tobe Investments
Louisville, KY

www.TobeInvestments.com

Tobias Financial Advisors
Plantation, FL

www.TobiasFinancial.com
Firm Details

WE Family Offices
Miami, FL

www.WEFamilyOffices.com
Firm Details

Wealth Coach for Women
Rockland, MA

www.WealthCoachForWomen.net

Institute & Industry Leaders

 

Chris Cannon, board member of the Institute's Real Fiduciary™ Practices and CFA Society Orlando, interviews Boston University Professor of Law Emerita, Tamar Frankel.

Frankel explains what led her to spend her career focusing on fiduciary law, what it means to be a fiduciary, and what conflicts of interest exist within the advisory space. She then offers her thoughts on what regulators should do to help eliminate these conflicts.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."

- Carolyn McClanahan, Founder of Life Planning Partners

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