Fiduciary Financial Group
Putting your interests first.


Let’s chat.

Contact us for rates

We typically bill clients either a % of their assets under management, on hourly as needed basis, or some combination of both. We only quote rates after an initial meeting once we have had time to assess your service need and the complexity of your case. 

Book an appointment

Use the form to share your inquiry, and we’ll call you back to schedule an appointment. Please be as detailed as possible.  To help us best serve your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment. Our general response time is one business day.

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➤ location

900 Fifth Street, Suite 201

San Rafael, CA 94901

Office Hours

Monday - Friday
8AM - 6PM

☎ Contact
(415) 785-3778