Fiduciary Financial Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Fiduciary Financial Partners reports 220 clients. They include 114 individual clients, 99 high-net-worth individuals, and 4 corporations and other businesses. Of its assets, 92.9% ($273M across 788 accounts) are managed with discretion; $20.7M across 41 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 15% |
| High-net-worth individuals | 45% | 82% |
| Pension and profit-sharing plans | 1% | 2% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 114 | $44.6M | 15.2% | $391K |
| High-net-worth individuals | 99 | $240M | 81.9% | $2.43M |
| Pension and profit-sharing plans | 3 | $6.52M | 2.2% | $2.17M |
| Corporations and other businesses | 4 | $1.98M | 0.7% | $495K |
| Total | 220 | $293M | 100% | $1.33M |
- Clients
- 114
- Regulatory AUM
- $44.6M
- AUM share
- 15.2%
- Avg. per client
- $391K
- Clients
- 99
- Regulatory AUM
- $240M
- AUM share
- 81.9%
- Avg. per client
- $2.43M
- Clients
- 3
- Regulatory AUM
- $6.52M
- AUM share
- 2.2%
- Avg. per client
- $2.17M
- Clients
- 4
- Regulatory AUM
- $1.98M
- AUM share
- 0.7%
- Avg. per client
- $495K
Total
- Clients
- 220
- Regulatory AUM
- $293M
- AUM share
- 100%
- Avg. per client
- $1.33M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Fiduciary Financial Partners charges 0.25%–1.00% a year for its Comprehensive Wealth Management. Each asset band is charged at its own rate. The fee is negotiable and has a $7,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.85% |
| $2M–$5M | 0.75% |
| $5M–$7.5M | 0.50% |
| $7.5M–$10M | 0.35% |
| $10M and above | 0.25% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning is billed at $300 per hour or a fixed fee agreed in advance; a retainer of 50% of the estimated fee is due up front.
- Retirement Plan Advisory and Consulting
- Plan fees are an asset-based schedule from 1.00% on the first $500,000 of plan assets down to 0.05% over $15 million, or a flat fee; minimum flat fee of $5,000.
Ne Financial Services, Inc. owns 75% or more of Fiduciary Financial Partners and is in turn owned by Nicholas Economos (75% or more). The leadership team of Fiduciary Financial Partners includes Chief Compliance Officer Miaciah Manuel. It has 6 employees, 5 of them in advisory roles.
Leadership
- Miaciah ManuelChief Compliance Officer
- Nicholas EconomosManaging Member
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Nicholas Michael Economos
- J William Gimbel V
- John Bishop Hillman
- Miaciah Joseph Manuel
- Dawn Marie Slawson
- Nathan Edward Wiercioch
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 broker-dealer rep
- 3 insurance agents
- Owns 75% or more of Fiduciary Financial Partners, LLC
Ne Financial Services, Inc.
Control person · since June 2014
- Owns 75% or more of Ne Financial Services, Inc.
Nicholas Economos
Control person · since June 2014
- Owns 10% to 25% of Fiduciary Financial Partners, LLC
GWP Financial Inc.
since January 2020
- Owns 75% or more of GWP Financial Inc.
Miaciah Manuel
Control person · since January 2020
Fiduciary Financial Partners’ regulatory assets grew 2.2× from $136M (March 2021) to $293M (September 2026); clients rose from 171 to 220 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $293M | 220 | 6 | 6 |
| February 2025 | $248M | 203 | 6 | 1 |
| March 2024 | $209M | 202 | 7 | 1 |
| April 2023 | $165M | 171 | 7 | 1 |
| May 2022 | $175M | 178 | 5 | 1 |
| March 2021 | $136M | 171 | 5 | 1 |
Besides its headquarters, Fiduciary Financial Partners has 5 offices (4 private residences, listed without an address), with 2 listed addresses in Illinois.
Illinois · 2 listed addresses
- 1250 E. Diehl Road, Suite 404, NapervilleHQ
- 20 N. Wacker DR. 10th Floor, Chicago
Contact and registration details
- Legal name
- Fiduciary Financial Partners, LLC
- Headquarters
- 1250 E. Diehl Road, Suite 404, Naperville, IL 60563
- Phone
- 630-780-1534
- @fiduciary-financial-partners
- SEC file
- 801-78241
- Founded
- 2011
- Structure
- Delaware LLC
- Fiscal year end
- December
Fiduciary Financial Partners uses Charles Schwab ($272M) as custodian for its separately managed accounts. Fiduciary Financial Partners has custody of $131M in client assets for 113 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $272M100%
At year end, Fiduciary Financial Partners’ separately managed accounts were mostly in funds (91%).
What the accounts hold
- Stocks3%
- Funds91%
- Bonds4%
- Cash2%
How many clients does Fiduciary Financial Partners have?
Fiduciary Financial Partners has 220 clients and manages $293 million for them, as of September 2026. They include 114 individual clients, 99 high-net-worth individuals, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026
What services does Fiduciary Financial Partners offer?
Fiduciary Financial Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Fiduciary Financial Partners charge?
Fiduciary Financial Partners charges 0.25%–1.00% a year for its Comprehensive Wealth Management. Each asset band is charged at its own rate. The fee is negotiable and has a $7,500 annual minimum.
Which custodians does Fiduciary Financial Partners use?
Fiduciary Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $272M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026
How many financial advisors does Fiduciary Financial Partners have?
Fiduciary Financial Partners has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fiduciary Financial Partners invest in?
At the end of its last fiscal year, Fiduciary Financial Partners’ separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 4% U.S. government and agency bonds, 3% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fiduciary Financial Partners?
Fiduciary Financial Partners is owned through holding companies by Nicholas Economos and Miaciah Manuel. Its direct owners are GWP Financial Inc. (10% to 25%) and Ne Financial Services, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 September 2026
How does Fiduciary Financial Partners get paid?
Fiduciary Financial Partners is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Fiduciary Financial Partners registered with the SEC?
Yes, Fiduciary Financial Partners has been registered with the SEC as an investment adviser since 5 July 2013. Its CRD number is 156389 and its SEC file number is 801-78241.
Source: Form ADV Part 1A, Item 1, filed 16 September 2026; IAPD firm record
How do I contact Fiduciary Financial Partners?
Fiduciary Financial Partners’ main office is at 1250 E. Diehl Road, Suite 404, Naperville, IL 60563. Its phone number is 630-780-1534. Its website is fiduciaryfinancialpartners.com.