What is Fee-Only?

Many of our potential clients ask ‘ what does Fee-Only mean?’. The National Association of Personal Financial Advisors (NAPFA) define a Fee-Only financial advisor as:
“One who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product.”

Now, what does that mean?

It means we are here for you, and we let nothing get in the way of putting you first. The fiduciary standard is the backbone of every service we provide. This model of compensation is simple, transparent, and creates a relationship of trust between us and our clients. That trust is what makes us successful.

How we Charge

We charge a fixed quarterly fee that reflects the scope of complexity and planning opportunities that are unique to each respective client. We aren’t in the business of muddying the waters - we don’t charge fees based on the size of a client’s investment portfolio, nor do we charge a percentage on the amount of assets managed like other Fee-Only advisors. We disclose our fee up front, whereas other firms are prone to hiding costs on the back end. If you have any questions, we would love to chat! Give us a call and set up a no obligation ‘let’s get acquainted’ session.