Validmir
Kats

Fiduciary Financial Advisors

CRD#8001364
Investment Advisor
in Baltimore, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Validmir Kats is a financial advisor based in Baltimore, Maryland, working with Fiduciary Financial Advisors. Validmir has previously worked at Legacy, Five Doors, Er4Re, LLC, Freedom Calls, LLC, and Fiduciary Financial Advisors. Validmir has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Validmir is part of Fiduciary Financial Advisors, which operates out of Baltimore, Maryland. The firm has 5 offices and 38 employees. The firm manages assets totaling $1.2 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Fiduciary Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Baltimore, MD

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fiduciary Financial Advisors Brokerage Details

Total Assets Under Management

$1,165,890,928

MD Average: $943,424,332
Total Number of Employees

38

MD Average: 21
Total Number of Accounts

2,035

MD Average: 1,586
Average Account Size

$572,919

MD Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Validmir Kats Work History

2024 - Present (1 year)

Fiduciary Financial Advisors

2022 - Present (3 years)

Freedom Calls, LLC

2013 - Present (12 years)

Er4Re, LLC

2018 - 2019 (1 year)

Five Doors

2014 - 2017 (3 years)

Legacy

Disclosures

Please visit the SEC profile of Validmir Kats to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fiduciary Financial Advisors

Timothy Ketelhut
Grand Rapids, MI
Kristiana Daniels
North Charleston, SC
William Cole
Huntsville, AL
Thomas Blower
Grand Rapids, MI
Steven Starnes
Grand Rapids, MI
Bradley Hunter
Grand Rapids, MI
Robert Barcelona
Grand Rapids, MI
Tyler Owczarski
Grand Rapids, MI

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started