Flaherty Financial Group

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

600

Total plan assets

$16.5M

Filings (rows)

Direct comp

$65K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Fiduciary Wise LLC FBO Woodcreek Provider Services, LLC The Open 401(k) MEP Fiduciary Wise LLC · all filings	GILBERT, AZ	Advisor / Consultant	118	$5.1M	$28K	$0
Fiduciary Wise LLC FBO Woodcreek Provider Services, LLC The Open 401(k) MEP Fiduciary Wise LLC · all filings	GILBERT, AZ	Advisor / Consultant	91	$4.7M	$15K	$0
Fiduciary Wise LLC FBO Woodcreek Provider Services, LLC The Open 401(k) MEP Fiduciary Wise LLC · all filings	GILBERT, AZ	Advisor / Consultant	102	$4.4M	$11K	$0
Fiduciary Wise, LLC FBO Medicine Creek Enterprise Corporation MAKE Sense 401(k) Fiduciary Wise, LLC · all filings	GILBERT, AZ	Other service providers	289	$2.4M	$11K	$0