Clients looking for a fiduciary advisor
FIDO helps clients begin with member firms committed to transparent, client-first financial advice.
About FIDO
About Fiduciary Organization
FIDO is a national fee-only fiduciary organization created to help clients find advisor firms they can trust and help independent advisors run client-first practices.
Why FIDO exists
Independent advice should be easier to find and easier to deliver.
Fiduciary Organization was created from a straightforward idea on the current site: there are not enough true fiduciaries in practice today. FIDO gives independent advisors a home that makes fiduciary advice simpler to operate, and it gives clients a clearer way to identify fee-only advisor firms aligned with a client-first standard.
For advisors, that means support for the back office, technology, operations, custody decisions, compliance, and practice growth. For clients, it means a national organization focused on fiduciary duty, transparent fees, and independent financial planning.
Fee-only fiduciary advice
What the standard means
Fee-only fiduciary advice is designed to put the client relationship first. Fiduciary advisors are expected to act in a client's best interest. Fee-only advisors are paid by clients, not by commissions from financial product sales.
Fiduciary duty
The advisor's obligation is to put the client's best interest ahead of competing incentives.
Fee-only compensation
The advisor is compensated by client fees rather than product commissions.
Independence
Independent firms can focus on planning, investment guidance, and service without product-driven pressure.
Who FIDO serves
Clients, advisors, and fee-only advisor firms
Solo and breakaway advisors
FIDO supports advisors who want independence from a wirehouse or brokerage model while staying focused on fiduciary service.
Independent advisory firms
FIDO gives advisory firms a national fiduciary organization to align with as they grow and serve clients.
Current leadership
A small team supporting a national fiduciary mission
Daniel E. Milks, CFP®
Managing Partner & Operations Officer. Daniel co-founded FIDO and oversees operations while helping shape the organization's mission of transparent, fee-only advice.
Graham R. Morris
Managing Partner. Graham brings operations and consulting experience to FIDO's direction, compliance focus, independence, and client service standards.
Kristen Mixson
Advisor Support Specialist. Kristen supports advisors with the guidance, resources, and operational coordination needed to serve clients effectively.