$27.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Oppenheimer
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-04-2013
- Office Locations
- 1
Office Locations
-- Shawnee Mission KS
About Fiduciary Standard, LLC
Fiduciary Standard, LLC is an advisory firm serving retirement-focused investors, with planning-led portfolio construction and support across retirement plans, estate planning, and insurance decisions. Portfolios are built primarily with ETFs and U.S. government/agency bonds. The organization is notable for long-running fiduciary advocacy, including SEC and DOL comment letters and promotion of a written fiduciary oath.
Team overview
-- AVG AGE
$27.9M AVG AUM / ADVISOR
$4.6M AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
W
WALTER PERRY HODGDEN
Managing Member, PRINCIPAL
- CRD
- #1791925
- 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 | $0 | -- |
| Non-Discretionary | $27,853,524 | -- |
| Total | $27,853,524 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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