Fees

Why We’re Fee-Only, and Why That’s the Only Type of Advisor You Should Trust

I’m not just saying this because we happen to be fee-only!

When an advisor is fee-only, that means they are legally obligated to be more transparent, honest, and client-serving when it comes to your finances.

That means you get:

Unbiased Advice
Fee-only advisors are compensated solely by their clients, not through commissions or product sales. This means our advice is free from conflicts of interest. Our primary goal is to serve your best interests, so every recommendation is made with your financial well-being in mind.
Fiduciary Responsibility
As fee-only advisors, we operate under a fiduciary standard, which means we are legally and ethically obligated to act in your best interest. This fiduciary duty sets us apart from commission-based advisors and aligns our recommendations with your goals. You can trust that our guidance is not influenced by outside incentives or pressures.
Transparency and Clarity
With a fee-only model, you always know exactly what you’re paying for. Our fees are straightforward and transparent, with a simplified fee of 1% of your assets per year. There are no hidden charges, commissions, or incentives that could compromise the integrity of our advice.
Long-Term Relationships
Our fee-only structure fosters long-term relationships built on trust, transparency, and mutual respect. We are committed to being your financial partner through all of life’s stages, providing ongoing support and adjustments to your financial plan as your circumstances evolve. Our goal is to help you pursue financial stability and confidence, both now and in the future.
Aligned Interests
When your advisor’s compensation is directly tied to the success of your financial plan, your interests are naturally aligned. As fee-only advisors, we succeed when you succeed. This alignment fosters a true partnership where your financial growth and stability are our top priorities.
Better Education
and More Options
We believe that informed clients are empowered clients. Our fee-only model allows us to focus on educating you about your financial options and strategies without any sales pressure. We provide the tools, resources, and knowledge you need to make confident financial decisions. Our commitment to education allows you to be an active participant in your financial journey.

Ready to work with an advisor who is obligated to put your best interests first… and loves doing it?