Fee Structure


Our Philosophy

Our mission is to help our clients reach financial goals through the financial planning process and the implementation of a long term plan.  We realize that some investors need growth while others just want to protect what they have. 

The most important investment decision is asset allocation (cash vs. bonds vs. stocks). This decision determines the risk of a portfolio. 

Finally, market returns are best captured in the long run through the use of low cost, tax efficient, passively managed funds such as Dimensional Funds (DFA).

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Serving And Providing The Best Services For Our Clients

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Superior Alternative

At Fiduciary Consulting Group, we act as fiduciary to provide a superior alternative to brokerage firms and trust companies.

Financial advisor with clients
Efficient Markets

Fundamental belief in efficient markets and the use of Dimensional Funds in the construction of Investment Portfolios.

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Wealth Management

Independent, fee-only financial planning focused on wealth management and conservation.


Are you looking for an alternative to your present investment strategy?

Phone Numbers :

Telephone : (941) 412-3451

Email Address :