Fiduciary Financial Partners, Llc
- Regulatory AUM
- $293M
- Discretionary
- $273M
- Clients
- 220
- Avg AUM / client
- $1.3M
- Accounts
- 829
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 114 | $44.6M | 15.2% |
| High net worth individuals | 99 | $240M | 81.9% |
| Pension and profit sharing plans | 3 | $6.5M | 2.22% |
| Corporations and other businesses | 4 | $2.0M | 0.68% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ipm 401(k) Plan Integrated Project Management Co., Inc. | 2024 | |
| Vistex, Inc. 401(k) Profit Sharing Plan Vistex, Inc. | 2024 | |
| Warehouse Direct Incorporated 401(k) Profit Sharing Plan And Trust Warehouse Direct Incorporated | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Miaciah Joseph Manuel | Owner | CFP | Aug 2012 (14y) | ≈ 0% – 5% via Gwp Financial Inc. |
| Nicholas Michael Economos | Owner | Aug 2012 (14y) | ≈ 56.25% – 100% via Ne Financial Services, Inc. | |
| Dawn Marie Slawson | Chief Compliance Officer | Aug 2013 (13y) | Less than 5% | |
| John Bishop Hillman | Registered representative | CFP Chartered Financial Consultant | Aug 2012 (14y) | |
| Nathan Edward Wiercioch | Registered representative | CFP | Mar 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ne Financial Services, Inc. | Member | Jun 2014 | A | 75% or more |
| Gwp Financial Inc. | Member | Jan 2020 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Miaciah Joseph Manuel: 75% – 100% of Gwp Financial Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
- Nicholas Michael Economos: 75% – 100% of Ne Financial Services, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ipm 401(k) Plan | Integrated Project Management Co., Inc. | 199 | $54.2M | 01/01/2024 |
| Vistex, Inc. 401(k) Profit Sharing Plan | Vistex, Inc. | 358 | $49.3M | 01/01/2024 |
| Warehouse Direct Incorporated 401(k) Profit Sharing Plan And Trust | Warehouse Direct Incorporated | 317 | $19.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $272M (93% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗