Action Point Financial, Wealth Management, Conflict Free and Low Cost Investment Financial Planning
Fiduciary Financial Advisors
  • About us Fiduciary Oath Who We Serve
  • SERVICES WE PROVIDE Blog 401(k) & 403(b)
  • MEET THE TEAM Locations
  • CONTACT US Join The Team
Fiduciary Financial Advisors
  • About Us/
    • About us
    • Fiduciary Oath
    • Who We Serve
  • Client Resources/
    • SERVICES WE PROVIDE
    • Blog
    • 401(k) & 403(b)
  • Find an Advisor/
    • MEET THE TEAM
    • Locations
  • Contact/
    • CONTACT US
    • Join The Team
unsplash-image-XN4T2PVUUgk.jpg
Fiduciary Financial Advisors

Fiduciary Financial Advisors | Wealth Management | Conflict Free & Low Cost Investment Financial Planning

Documents and Disclosures

Fiduciary Financial Advisors
  • About Us/
    • About us
    • Fiduciary Oath
    • Who We Serve
  • Client Resources/
    • SERVICES WE PROVIDE
    • Blog
    • 401(k) & 403(b)
  • Find an Advisor/
    • MEET THE TEAM
    • Locations
  • Contact/
    • CONTACT US
    • Join The Team

Below you will find the various legal disclosures and regulatory documents that we are required to file each year or whenever we have material changes to our policies and procedures. There is nothing you need to do with these as they are informational only. Please direct any questions to your individual Financial Advisor or visit our Contact page.

  • View the firm’s most recent ADV part 2A filing here

  • View the firm’s most recent Client Relationship Summary (CRS) form here

  • View the firm’s most recent Privacy Policy here

  • To view your individual FA’s most recent ADV part 2B, click on their name below:

    • Aaron Wassenaar

    • Angel Escobedo

    • Andrew Mitchell

    • Andrew Van Alstyne

    • Andy Cole

    • Archie Blood

    • Ben Lex

    • Ben VerWys

    • Brad Hunter

    • Brenda Baier

    • Connor McDowell

    • Doug Fisher

    • Drew Howard

    • Drew Wessell

    • Ethan Heiden

    • Heath Biller

    • Jacob Uithoven

    • Jake Hansma

    • Jason Kooistra

    • Jason Slone

    • Jeff Harley

    • Jeffrey Janson

    • Kristen Lindahl

    • Kristiana Daniels

    • Leanne Rahn

    • Michael Martin

    • Patrick Brunner

    • Rob Barcelona

    • Spencer Miller

    • Steve Starnes

    • Terry Seely

    • Tim Ketelhut

    • Tom Blower

    • Travis Hibbard

    • Travis Thompson

    • Tyler Owczarski

    • Tyler Saint Amour

    • Tyrin Tyson

    • Viet Bui

    • Vlad Kats

  • About Us/
    • About us
    • Fiduciary Oath
    • Who We Serve
  • Client Resources/
    • SERVICES WE PROVIDE
    • Blog
    • 401(k) & 403(b)
  • Find an Advisor/
    • MEET THE TEAM
    • Locations
  • Contact/
    • CONTACT US
    • Join The Team

Fiduciary Financial Advisors

Fiduciary Financial Advisors is a fee-only, independent advisory firm committed to helping individuals, families, and professionals make smart financial decisions. We provide personalized investment management, retirement planning, and fiduciary consulting services with complete transparency and zero commissions. Our mission is to guide you toward long-term financial success through a conflict-free, client-first approach.

 

Financial Advisors on the Fiduciary Financial Advisors team work remotely with clients across the US and the globe. However, you can find a Financial Advisor who will meet you in person at any of these locations near you:

Austin, TX

Baltimore, MD

Charlotte, NC

Charleston, SC

Chicago, IL

Detroit, MI

Fort Wayne, IN

Grand Rapids, MI

Holland, MI

Huntsville, AL

Indianapolis, IN

Spring Lake / Grand Haven / Muskegon, MI

Kalamazoo, MI

Naples, FL

Minneapolis, MN

Savannah, GA

Ventura, CA

 

Fiduciary Financial Advisors is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

ADV 2A | Form CRS | About Us | Contact Us