Amanda Marie Phillips-desaverio
Investment adviser representative at Fiducient Advisors LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$97.5BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Fiducient Advisors LLCJun 2026 to now
- Corundum Group, Inc.Jun 2020 to now
- Sunflower BankFeb 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Fiducient Advisors LLC
$97.5BAssets managed
1,239Clients
68Advisers
31 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
- 7282750
- Firm CRD
- 106720