Fiduciary Advisors, Ltd.

Fiduciary Advisors, Ltd. is a financial planner in Phoenix, AZ, located at 4242 N 19th Ave #150. The firm provides pension consulting, executive plans, and retirement plan administration for business owners across the United States, with a primary focus on defined benefit plans. Services include plan design, detailed actuarial calculations, enrollment meetings, and ongoing administration to help employers comply with relevant laws and statutes. The firm serves clients in Phoenix, Glendale, Paradise Valley, Tempe, Scottsdale, Peoria, Mesa, Sun City, and Avondale. It holds a rating of 4.30 based on customer reviews.

The company has been providing expert advice on retirement plans for over 30 years, operating from its Phoenix office. Founder David S. Ludwig serves as President and CEO, leading a staff of actuaries and administrators. The firm specializes in tailored pension plans that align with client priorities while maintaining qualified status. It works with business owners to manage retirement fiduciary responsibilities, aiming to simplify the process so owners can focus on their business. The firm coordinates complex aspects of retirement planning, from installation to termination, including data collection and asset analysis.

Fiduciary Advisors, Ltd. emphasizes responsive service and rapid turnaround times. The team conducts enrollment meetings and prepares participant statements to keep employees informed and involved. The firm collaborates with clients' advisors and accountants to administer defined benefit plans, defined contribution plans, and safe harbor 401(k) plans. It focuses on planning and leaves investment advice to the client's money managers and financial planners. Thousands of employees working for hundreds of employers depend on the firm for their retirement benefit needs.

The business maintains a positive rating from the customers who have reviewed it. The firm is a member of the Phoenix, Tempe, and Scottsdale business community and has served the industry since 1985.

Fiduciary Advisors, Ltd. brings decades of specialized pension consulting expertise to business owners in Phoenix, AZ, helping them secure their employees' futures through tailored retirement plan administration.

The firm sits on North 19th Avenue, just steps from its location. It is near American Evangelist Day School and West Indian School Road, and about a mile from Mark Atkinson Recreation Center.

BizScoreAI gives the business a technical score of 96 out of 100. This excellent rating means the website is secure and easy for search engines to read. The business also has a discoverability score of 75 out of 100. This solid score shows that AI crawlers can find every page, which is the first step for AI assistants to recommend the firm.

Services:

• Defined Benefit Plans
• Defined Contribution Plans
• Pension Consulting
• Plan Administration
• Solo 401(k) Plans