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Why Fee-Only?

Fee-only refers to a financial planner that is paid solely by you, the client, for financial advice. This avoids significant conflicts of interest that can arise if your financial advisor accepts commissions or receives any other compensation when recommending specific financial products. In addition, a fee-only planner must be a Registered Investment Advisor, which carries with it the legal obligation to place your interest above their own. As a fiduciary, the fee-only planner recommends only the financial products that are best for their clients.

Therefore, the fee-only planner can be thoroughly objective in evaluating your financial situation and recommending a course of action based only on strategic financial consideration, given your goals. As a result, you receive unbiased planning from a financial planning professional, whose main business is giving advice, working solely for you.

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