What do we mean when we say we’re fee-only financial advisors?
Benefits of a fee-only financial advisor
No conflict of interest
Working with a fee-based advisor, you can be confident that we will tell you your costs for services up front. There are no hidden fees.
Expect more with a Certified Financial Planner™ on your team
Did you know that only a small percentage of advisors are CFP®’s? Having the CFP® professional designation is the gold standard in the financial advisory community. The designation requires that we meet specific criteria in education, testing, experience, and ethics.
You may not have the expertise, the time, or the desire to actively plan and manage certain financial aspects of your life. You may need help getting started. You can trust us for an objective, third-party perspective on difficult decisions that are often emotional.