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Tabitha Terese letourneau Meyerer

Investment adviser representative at Fiduciary Family Office, LLC
14 yearsExperience
2 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.

  1. Fiduciary Family Office, LLCJul 2023 to now
  2. Goldman Sachs Personal Financial ManagementAug 2012 to Jul 2023

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
4453253
Firm CRD
326990
Advisor's SEC record (opens in a new tab)
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