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The Institute for the Fiduciary Standard

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


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

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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.Allodium.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

Elements 5 Investment Management
Bridgewater, NJ
www.Elements5.us
Firm Details

Epsilon Financial Group
Fairfield, CA
www.EpsilonFG.com/
Firm Details

Etzler Financial Advisors
Red Bluff, CA
www.etzlerfinancial.com/

Fama Fiduciary Wealth LLC
Rochester, NY
www.FamaWealth.com

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

Integrity Financial Planning
Houston, TX
https://integrityfinancialplan.com/

Intelligent Capitalworks
Scottsdale, AZ
https://intelligentcapitalworks.com/

ISI Financial Group
Lancaster, PA
www.ISIFinancialGroup.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

Polero Ice Advisers
New York, NY
www.PoleroAdvisers.com

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

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

Wealth in Yourself
South Lake Tahoe, CA
www.wealthinyourself.com/

Dan Moisand

 

Dan Moisand is a nationally recognized fiduciary fee-only financial planner, an Institute Real Fiduciary™ Advisor and Chair-elect of the CFP Board.

The Institute has enshrined the ‘Moisand Rule’ on fiduciary practices. It is basic and is more important today than ever: “You have to avoid conflicts. If I avoid a conflict, I don’t worry about it.”

Watch the video of Moisand speaking here.

Bob Veres

 

Bob Veres is a long term observer of financial planning. His Newsletter, “Inside information” Is a staple of leading planners. In the May edition he writes about fiduciary and the Institute.

"But a much bigger point is that the fiduciary standard—as Knut Rostad of the Institute for the Fiduciary Standard has pointed out—has been determined by the Supreme Court (1963 ruling) to be at the very heart of the Investment Advisers Act of 1940. It is the foundation of what it means to be an RIA registered with the SEC instead of a tipster or a tout."

- Bob Veres, Parting Thoughts ... The SEC's Own Compliance Culture

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