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Fiduciary Family Office

TL;DR

Fiduciary Family Office is a Boca Raton adviser that filed for SEC registration in May 2023 and offers financial planning, family office services and investment management for wealthy families, with 0.50% to 1.50% management fees.

Boca Raton, FL
Registered 2023
3 employees
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$748 million
Regulatory AUM
As of ADV filing 2026-03-11
624
Accounts / Clients
46 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
3
Team Size
employees, 2 advisory
3 yrs
Years Registered
First registered 2023
About Fiduciary Family Office

Fiduciary Family Office is a Boca Raton adviser that filed for SEC registration in May 2023 and offers financial planning, family office services and investment management for wealthy families, with 0.50% to 1.50% management fees.

Office: 150 East Palmetto Park Road, Suite 301, Boca Raton, FL.

Best for: Families above $2M wanting family office coordination, planning and managed portfolios

Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD326990
RegistrationSEC-registered
First registration2023
Regulatory AUM$748 million
ADV filing date2026-03-11
Accounts624
Clients46 individual and high-net-worth clients
Employees3
Advisory employees2
Fee modelFee basis; ADV 2A discloses commission-based insurance sales by some supervised persons
Minimum$2,000,000 portfolio and $20,000 annual fee, can be reduced (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP and CIMA named for the CEO on its site

Source: SEC Investment Adviser Public Disclosure, CRD 326990, as of ADV filing 2026-03-11, pulled October 11, 2026.

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Advisory representatives2 (SEC IAPD)
Average years in the industry24.1
Representatives with a disclosure0 of 2 (0%)
FINRA-registered representatives0 of 2
High-net-worth share of individual clients100% (ADV 5.D)
Regulatory AUM per advisory rep$374 million
Compensation methodsasset-based, fixed, hourly (no commissions or performance fees) (ADV 5.E)
Google Business Profileno exact-name listing with a rating

Sources: SEC IAPD individual records; Form ADV Part 1 filed 03/11/2026; Google Business Profile via DataForSEO. Updated 2026-10-11.

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