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Bess Butler Brunson

Investment adviser representative at The Fiduciary Group
11 yearsExperience
1 stateRegistered in
$2BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. The Fiduciary Group LLCSep 2017 to now
  2. The Colonial GroupSep 2015 to Sep 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (GA).

The Fiduciary Group

Legal name: The Fiduciary Group, LLC

$2BAssets managed
702Clients
13Advisers
11 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
7034800
Firm CRD
221530
Advisor's SEC record (opens in a new tab)
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