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Updated September 28, 2026. Quick answer: Yes, on every account. Tiedemann Advisors is registered with the SEC only as an investment adviser (it is not a broker-dealer), so the Investment Advisers Act of 1940 requires it to act as your fiduciary. Its own Form CRS states: “When Tiedemann acts as your investment adviser, Tiedemann must act in your best interest and not put our interest ahead of yours.”
How it’s registered
From Tiedemann Advisors, LLC Form CRS (Client Relationship Summary) (March 27, 2026): “Tiedemann Advisors, LLC (“Tiedemann,” “we,” “us,” or “our”) is registered with the U.S. Securities and Exchange Commission as an investment adviser based in New York, New York.”
The standard of conduct, in its own words
“When Tiedemann acts as your investment adviser, Tiedemann must act in your best interest and not put our interest ahead of yours.”
On commissions: “Tiedemann pays our financial professionals a base salary and discretionary bonus that do not depend on the advisory services in which you enroll or the Funds in which you invest.”
Fiduciary status by capacity
| Capacity | Registration | Standard you’re owed | Can earn commissions | Source |
|---|---|---|---|---|
| As your investment adviser | SEC-registered investment adviser | Fiduciary duty (Investment Advisers Act of 1940) | No (asset-based advisory fee: $4,250 a year, 0.85% on a $500,000 account) | Tiedemann Advisors, LLC Form CRS (Client Relationship Summary), March 27, 2026 |
What this means for what you pay
Fiduciary status is one input, not the whole picture. Tiedemann Advisors discloses a published fee that runs $4,250 a year on a $500,000 account; see the full dollar breakdown from Tiedemann Advisors’ own fee disclosure before deciding whether the standard of conduct here changes your answer.
If the answer above changes your mind about staying, see what it costs to leave Tiedemann Advisors, or read the general mechanics of switching financial advisors.
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Source: WiserAdvisor’s service descriptionSources
- Tiedemann Advisors, LLC Form CRS (Client Relationship Summary) (March 27, 2026): https://reports.adviserinfo.sec.gov/crs/crs_147189.pdf
- SEC Investment Adviser Public Disclosure, Tiedemann Advisors, LLC (CRD #147189): https://adviserinfo.sec.gov/firm/summary/147189
- Tiedemann Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/147189/PDF/147189.pdf
Methodology. This page was built September 28, 2026, quoting directly from Tiedemann Advisors’ own current Form CRS, with the source linked above; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form CRS. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Comparing Tiedemann Advisors against other options? See Tiedemann Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
How does this compare? See how 127 advisory firms are registered, from each firm’s own SEC record.