What do we mean when we say we’re fee-only financial advisors?

As fee-only financial advisors, you can be confident knowing that we’re investing with your best interests in mind. Sometimes called fee-based, “fee-only” means we won’t take any commissions, incentives, or other compensation when you buy or sell financial assets. You pay us directly for services and can trust our advice is based on your best interests.
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Benefits of a fee-only financial advisor

No conflict of interest

Because we refuse commissions, you know we won’t recommend one financial asset over another because it would mean a higher paycheck for us.

Full transparency

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.

Fiduciary standard

Unlike commission-based advisors, we don’t get paid by buying and selling securities. When we make changes to your investments, it is based on your best interest. Not ours.

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.

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