AdvisorRanked
100
Clean

FIDUCIARY CONSULTING GROUP

5299 DTC BLVD., SUITE 1000, GREENWOOD VILLAGE, CO 80111
Fiduciaryfee-onlySEC Registered
303-333-7770 www.linkedin.com/company/institutional-consulting-solution CRD #149122
$14.7B
Assets Managed
33
Clients
52
Employees
17
Years Active
since 2009

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46170. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 17 years.

Firm Details

Legal NameFIDUCIARY CONSULTING GROUP
CRD Number#149122
SEC RegisteredYes
Registration Date2009-02-24
States RegisteredCO
Assets Under Management$14.7B
Number of Clients33
Employees52
Compensation Typefee-only
Last ADV Filing46170

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Frequently Asked Questions

Is FIDUCIARY CONSULTING GROUP a fiduciary?

Yes. FIDUCIARY CONSULTING GROUP is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does FIDUCIARY CONSULTING GROUP charge clients?

FIDUCIARY CONSULTING GROUP uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does FIDUCIARY CONSULTING GROUP have any complaints?

No. FIDUCIARY CONSULTING GROUP has zero complaints or disciplinary actions on file with the SEC or FINRA across 17 years of operation.

How does FIDUCIARY CONSULTING GROUP compare to other advisors in GREENWOOD VILLAGE?

FIDUCIARY CONSULTING GROUP has a Red Flag Score of 100/100. There are 37 registered advisory firms in GREENWOOD VILLAGE. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46170. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.