Kathleen Anne Grace
Investment adviser representative at Fiduciary Family Office, LLC
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$747.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Fiduciary Family Office, LLCAug 2023 to now
- Goldman Sachs Personal Financial ManagementAug 2012 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 3 states (FL, ME, TX).
Fiduciary Family Office, LLC
$747.7MAssets managed
46Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2617554
- Firm CRD
- 326990