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FIDUCIARY PLANNERS

DILIBERTO, ANTHONY J

CRD 336670

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$1.7M

Discretionary AUM

$1.7M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Sole Proprietorship

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals8$1.7M

All web addresses on file

Official SEC filing: View on IAPD