What is Fee-Only?

A Fee-Only financial advisor only charges for advice and/or ongoing investment management.  No other financial reward is provided by any other institution, which means we do not receive commissions on the actions we take for our clients.  Compensation is based on an hourly rate, a percent of assets managed, or a project fee/retainer.

In essence, Fee-Only financial advisors sell only three things -- knowledge, service and financial security.

Why Fee-Only?

• Simply stated, there are no conflicts of interest.

• Because there are no up-front commissions or start-up fees, all your money goes to work for you right from the beginning.

• You can move your accounts elsewhere at any time and without penalty. Even though all of our clients enjoy this freedom, we are pleased to say that our client attrition rate is almost zero.

What is a CERTIFIED FINANCIAL PLANNER™ professional?

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.