RIA Intel›Advisers›Texas›FIDUCIARY FINANCIAL PLANNING GROUP, LLC

FIDUCIARY FINANCIAL PLANNING GROUP, LLC

Advisory

TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX

#1,897

of 2,813 advisers by AUM

Average account

$110K

across 337 accounts

AUM per adviser

$12M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

47 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

KRISHNA WEALTH PLANNING LLC

$37M

ALLEN WEALTH ADVISORS, LLC

COLLEYVILLE, TX

$37M

MUCH WEALTH MANAGEMENT, INC.

$37M

ACRUENCE CAPITAL, LLC

$37M

GB WEALTH ADVISORS LLC

THE WOODLANDS, TX

$37M

EDEN CAPITAL MANAGEMENT PARTNERS, L.P.

$37M

Get the full picture on FIDUCIARY FINANCIAL PLANNING GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FIDUCIARY FINANCIAL PLANNING GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans