Frequently Asked Questions
What is fee-only?
Fee-only means we don't accept commissions, product incentives or any third-party payments. We are only paid by you.
We are NOT "fee-based" financial advisors, who will charge you a fee for planning, then sell you products for commissions.
Why Fee Only?
We see ourselves as a fiduciary to our clients. Refusing other forms of (hidden) payments is the best way to avoid conflict of interest.
Why Stay IndependenT?
We don't want to be beholden to the financial industry. We are free to team up with the best experts and to offer the best products and services.
Do you have a minimum?
Our minimum is $1mm. We accept clients who have less than that if they sign up for the automatic wealth builder program that will help them build towards $1mm.
Where are you REGISTERED?
We are State-registered but are transitioning to SEC-registered in 2022. We service clients from all over the country. Here is our disclosure brochure and our privacy notice.