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RIA / WealthAdvisorCertified Financial Planner19 years in industry

STEVEN ANDREW STARNES

Advisor at FIDUCIARY FINANCIAL ADVISORS

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:c6682c85-e2ee-82f7-bfef-98118b6c9d05

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 25, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FIDUCIARY FINANCIAL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 25, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Feb 22, 2007
First registration: Oct 25, 2006
Dual registered: no
IAPD individual key: 5229609

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FIDUCIARY FINANCIAL ADVISORS	Independent wealth	Apr 2, 2024	n/a	yes	GRAND RAPIDS, MI	Current employment
GRAND WEALTH MANAGEMENT, LLC	Independent wealth	Jul 28, 2015	Apr 1, 2024	no	GRAND RAPIDS, MI	Previous registration
SAVANT WEALTH MANAGEMENT	Independent wealth	Jun 30, 2012	Apr 24, 2015	no	MCLEAN, VA\|ROCKFORD, IL	Previous registration
THE MONITOR GROUP, INC.	Former SEC adviser	Oct 25, 2006	Jul 27, 2012	no	MCLEAN, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GRAND WEALTH MANAGEMENT, LLC	FIDUCIARY FINANCIAL ADVISORS	Apr 1, 2024	Apr 2, 2024	1	Firm change	RIA to RIA
SAVANT WEALTH MANAGEMENT	GRAND WEALTH MANAGEMENT, LLC	Apr 24, 2015	Jul 28, 2015	95	Firm change	Other
THE MONITOR GROUP, INC.	SAVANT WEALTH MANAGEMENT	Jul 27, 2012	Jun 30, 2012	-27	Firm change	Other

Relationships

Registered with (4)

→ FIDUCIARY FINANCIAL ADVISORSRegistered adviserregistration: current employment
Apr 2, 2024 to presentfactForm ADV
→ GRAND WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 28, 2015 to Apr 1, 2024factForm ADV
→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 30, 2012 to Apr 24, 2015factForm ADV
→ THE MONITOR GROUP, INC.Registered adviserregistration: previous registration
Oct 25, 2006 to Jul 27, 2012factForm ADV

Dated events

Occurred
Apr 1, 2024
Advisor changed firm
Steven Andrew Starnes left Grand Wealth Management, Llc for Fiduciary Financial Advisors (registered 2024-04-02)
Form ADVobserved 4 days ago