Fiduciary Standard

As a Registered Investment Advisor, ACT Wealth Management, LLC abides by the “Fiduciary Standard.” The word “Fiduciary” comes originally from the Latin word “fides,” meaning faith, and “fiducia,” meaning trust. The Certified Financial Planning Board defines a fiduciary as, “One who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client.”

Many investment professionals only have to abide by a “Suitability Standard”, which is vastly different from the “Fiduciary Standard.” More and more investors are asking for investment professionals to abide by the “Fiduciary Standard” as illustrated in this article published by the Certified Financial Planning Board of Standards: “Financial Planning Coalition asks SEC to Require Fiduciary Standard of Care to Protect Retail Customers.”

Knowing that your financial advisor at ACT Wealth Management, LLC serves as a fiduciary on your behalf provides an added level of trust that investors deserve and should demand.

  • Plano Office
  • 7160 Dallas Parkway
  • Suite 230
  • Plano, TX 75024
  • Phone(214) 618-2022
  • Toll-free(888) 392-9773
  • Fax(214) 919-4896
  • Raleigh Office
  • 8601 Six Forks Road
  • Suite 400
  • Raleigh, NC 27615
  • Phone(919) 214-9066

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Investment advisory services offered through ACT Wealth Management, LLC, a registered investment adviser.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please Contact Ray Tanner, Chief Compliance Officer, at 214-618-2022 and/or rtanner@actwm.com.