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Personal finance glossary

Fiduciary

Definition

An advisor legally required to act in your best interest, not just to recommend suitable products. If you hire financial help, ask directly whether they are a fiduciary at all times and how they are paid.

Why it matters

The suitability standard permits recommending the fund that pays the advisor most; the fiduciary standard does not. One question (are you a fiduciary at all times, and how are you paid) filters most conflicts.

Example

A fee-only fiduciary planner charges a flat fee and recommends low-cost index funds. A commissioned salesperson, held only to suitability, can steer the same client into a high-fee product that pays a commission.

Related terms

This definition is educational, not financial, legal, or tax advice. U.S. rules and limits change; verify time-sensitive details with official sources. See our disclaimer.

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