Becoming a Fiduciary CM® Client

Start with a Better Understanding of Your Financial Goals

Tell us what is important to you, where you may need assistance and what you hope to accomplish. Your confidential responses will help Fiduciary CM® prepare for an introductory conversation.

What You Can Expect

✦

A Confidential Questionnaire Provide a general overview of your goals, financial circumstances and areas of concern.

✦

A Personalized Review Your responses will be reviewed before your introductory meeting with our Chief Compliance Officer.

✦

An Appropriate Referral We will help identify the investment adviser representative or specialist best suited to your needs.

Tell Us About Yourself Complete the confidential questionnaire.

Meet with Paul McIntyre Schedule a 30-minute introductory call.

Receive an Appropriate Referral Connect with the appropriate investment adviser representative or specialist.

Personalized Financial Guidance

Financial Advice Should Begin with Listening

Whether you are preparing for retirement, managing investments, planning for your family, evaluating a 1031 exchange or looking for greater financial clarity, the first step is understanding your priorities.

Fiduciary CM® serves individuals and families seeking financial-planning, investment-management or specialized consulting services.

The information you provide helps us understand your general financial picture, identify the type of assistance you may need and determine the appropriate investment adviser representative or specialist.

Confidential Client Questionnaire

Tell Us About Yourself

Please provide the information requested below. You may explain your needs, questions and priorities in your own words.

Your information will be treated as confidential.

Questionnaire loading…

Completing this questionnaire or scheduling an introductory meeting does not establish an advisory relationship. Advisory services are provided only pursuant to an executed written advisory agreement and applicable disclosure documents. Please do not provide Social Security numbers, account passwords or other sensitive access credentials through this questionnaire.

← Back

Thank you for your response. ✨

Name

Email Address

Phone Number

What has you looking for a financial advisor at this time?

What is the estimated balance of your liquid assets (cash, brokerage, retirement accounts) now or within the next 12 months?

What is your annual household income?

What do you need help with?

How soon do you need a response?

Preferred way to hear from us

Discovery Meeting

30 min

Thank you for your interest in Fiduciary Capital Advisors!

Use this page to schedule your introductory meeting with a licensed Advisor. We’ll take this time to dig deeper into your financial needs and determine the next best steps.

Please note – We are only able to serve U.S. residents at this time.

✨ That’s it! Send it over and we’ll take care of the rest.

Fiduciary Capital Management LLC

Check the background of your advisor on FINRA’s BrokerCheck or the SEC’s Advisor Check.

The information provided by the Fiduciary Capital Management LLC, (“FCM” or “Fiduciary CM”) website is for educational and informational purposes only and is not intended as tax, legal, or investment advice. You should consult with a qualified legal or tax professional regarding your individual circumstances. The opinions expressed are those of the author and are subject to change without notice. This material should not be considered a solicitation for the purchase or sale of any security. We take protecting your personal information and privacy seriously. In accordance with the California Consumer Privacy Act (CCPA), California residents may exercistheir privacy rights by visiting this link. Advisory services are offered through Fiduciary Capital Management,LLC (“FCM”) a registered investment adviser. Insurance products are offered through independent insurance agencies, not affialted with FCM. Copyright © Fiduciary Capital Management LLC 2026. All rights reserved.