F
$1.7M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-05-2025
- Office Locations
- 1
Office Locations
-- Huntington Beach CA
About Fiduciary Planners
Fiduciary Planners is an independent, California-registered RIA in Huntington Beach led by A.J. DiLiberto, CFP®, with 40+ years in the industry. The firm provides personalized private-wealth advice with an emphasis on financial and estate planning for high-net-worth clients and complex situations. Portfolios commonly use ETFs and mutual funds, with Schwab as custodian.
Team overview
59 AVG AGE
$1.7M AVG AUM / ADVISOR
$212.5K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
A
Anthony Joseph DiLiberto
Owner
- CRD
- #1838051
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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