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Benjamin Britton Fookes

Fiduciary Financial Group, LLC

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About Benjamin Britton Fookes

Benjamin Britton Fookes is an Investment Advisor Representative with Fiduciary Financial Group, LLC. Benjamin is registered with the state of Idaho. The advisor has been in the industry for more than two years and focuses on financial planning, pension consulting and portfolio management for individuals and businesses. Fiduciary Financial Group, LLC specializes in financial planning, pension consulting and portfolio management for individuals, businesses, and pension and profit sharing plans.

Firm Information

Benjamin Fookes is currently registered with Fiduciary Financial Group, LLC. Fiduciary Financial Group, LLC is an investment advisor registered with the SEC. Located in San Rafael, CA, the firm has 8 investment adviser representatives and manages $692,872,214 in regulatory assets under management. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals, offering services such as financial planning, pension consulting, and portfolio management for both individuals and businesses.
Fiduciary Financial Group, LLC

1101 FIFTH AVENUE

SAN RAFAEL, CA 94901

$692.87M

Assets Under Management

3

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Fookes’s Registration & Firm History

CA

01/11/2022 - Present

Fiduciary Financial Group, LLC (SAN RAFAEL CA)

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Licenses & Designations

IA

Issued 10/15/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Britton Fookes.
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