We believe that being a fee-only fiduciary planner is an important and necessary distinction. Our brand of “fee-only” means we charge a quoted fee (usually an annual fee, billed monthly) for financial planning, consulting and/or monitoring, and that we adhere to a higher standard of care.

Some “fee only” advisors charge based on assets or income, we do not. We are Advice-Only financial planners. We do not sell products or accept commissions, and don’t accept referral, asset-based or revenue-based fees. For us, fee-only – or more specifically advice only — equates to being financially independent and objective, and we believe that allows us to provide better advice and guidance.