{"url":"https://nivawealth.com/firms/fiduciary-financial-partners-156389","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156389","regulatoryAum":293317145,"crd":"156389","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2796776","suffix":null,"lastName":"ECONOMOS","firstName":"NICHOLAS","middleName":"MICHAEL"},{"crd":"7712361","suffix":"V","lastName":"Gimbel","firstName":"J","middleName":"William"},{"crd":"1402846","suffix":null,"lastName":"HILLMAN","firstName":"JOHN","middleName":"BISHOP"},{"crd":"5056839","suffix":null,"lastName":"MANUEL","firstName":"MIACIAH","middleName":"JOSEPH"},{"crd":"3210538","suffix":null,"lastName":"SLAWSON","firstName":"DAWN","middleName":"MARIE"},{"crd":"7049424","suffix":null,"lastName":"Wiercioch","firstName":"Nathan","middleName":"Edward"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-17","regulatoryAum":136153236,"clients":171,"employees":5,"offices":1},{"filedOn":"2022-05-25","regulatoryAum":175230583,"clients":178,"employees":5,"offices":1},{"filedOn":"2023-04-18","regulatoryAum":164648427,"clients":171,"employees":7,"offices":1},{"filedOn":"2024-03-13","regulatoryAum":208512844,"clients":202,"employees":7,"offices":1},{"filedOn":"2025-02-24","regulatoryAum":247667668,"clients":203,"employees":6,"offices":1},{"filedOn":"2026-09-16","regulatoryAum":293317145,"clients":220,"employees":6,"offices":6}],"secFileNumber":"801-78241","legalName":"Fiduciary Financial Partners, LLC","displayName":"Fiduciary Financial Partners","slug":"fiduciary-financial-partners-156389","website":"https://fiduciaryfinancialpartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/fiduciary-financial-partners","xUrl":"https://x.com/fiduciaryfp","founded":"2011","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1250 E. Diehl Road, Suite  404","city":"Naperville","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60563"},"tradeNames":[],"registration":{"secApproved":"5 July 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1337176.5868544602,"staff":{"employees":6,"advisory":5,"brokerDealerReps":1,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":293317145,"discretionary":272631030,"discretionaryAccounts":788,"nonDiscretionary":20686115,"nonDiscretionaryAccounts":41,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":114,"regulatoryAum":44561475},{"label":"High-net-worth individuals","clients":99,"regulatoryAum":240257138},{"label":"Pension and profit-sharing plans","clients":3,"regulatoryAum":6518234},{"label":"Corporations and other businesses","clients":4,"regulatoryAum":1980298}],"feePrograms":[{"role":"main","program":"Comprehensive Wealth Management","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":2000000,"pct":0.85,"from":1000000},{"to":5000000,"pct":0.75,"from":2000000},{"to":7500000,"pct":0.5,"from":5000000},{"to":10000000,"pct":0.35,"from":7500000},{"to":null,"pct":0.25,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042105","versionId":1042105,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-04-21","documentName":"ADV PART 2A FIRM BROCHURE","fee_rate_low":0.25,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":7500},{"role":"other","program":"Financial Planning and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042105","versionId":1042105,"submittedOn":"2026-04-21","documentName":"ADV PART 2A FIRM BROCHURE"},{"role":"other","program":"Retirement Plan Advisory and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042105","versionId":1042105,"submittedOn":"2026-04-21","documentName":"ADV PART 2A FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:36:22.929635+00:00","documents":[{"name":"ADV PART 2A FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042105","versionId":1042105,"submittedOn":"2026-04-21"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":272063020}],"custodyNote":"Fiduciary Financial Partners has custody of $131M in client assets for 113 clients.","leadership":[{"name":"Miaciah Manuel","title":"Chief Compliance Officer","crd":"5056839"},{"name":"Nicholas Economos","title":"Managing Member","crd":"2796776"}],"ownership":[{"label":"GWP Financial Inc.","detail":"Member in the 10% to 25% ownership band, since January 2020."},{"label":"Ne Financial Services, Inc.","detail":"Member in the 75% or more ownership band and a control person, since June 2014."},{"label":"Nicholas Economos","detail":"Indirect owner: a owner of Ne Financial Services, Inc. in the 75% or more band and a control person, since June 2014.","parent":"Ne Financial Services, Inc."},{"label":"Miaciah Manuel","detail":"Indirect owner: a owner of GWP Financial Inc. in the 75% or more band and a control person, since January 2020.","parent":"GWP Financial Inc."}],"filedOffices":{"otherThanPrincipal":5,"privateResidences":4},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":2,"addresses":[{"street":"1250 E. Diehl Road, Suite  404","city":"Naperville","headquarters":true},{"street":"20 N. Wacker DR. 10th Floor","city":"Chicago"}]}],"brochureServices":["business succession planning","education planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"630-780-1534","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Commissions"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"U.S. government/agency bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":91},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"16 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156389/PDF/156389.pdf","brochureDate":"21 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042105","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Fiduciary Financial Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fiduciary Financial Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Fiduciary Financial Partners charge?","answer":"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.","source":"ADV PART 2A FIRM BROCHURE, filed 21 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Fiduciary Financial Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fiduciary Financial Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fiduciary Financial Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fiduciary Financial Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fiduciary Financial Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Fiduciary Financial Partners registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Fiduciary Financial Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}