Fee-Based Financial Planning
Fee-Based Planning Built on Trust
Your Goals, Our Only Focus
A Relationship-First Approach to Financial Advice
Fee-based planning means we sit on the same side of the table as you. Instead of earning commissions on products, we’re paid for our guidance; so, our only focus is what serves you best. It’s planning with a purpose, built on clarity and mutual trust.
**In certain situations, your advisor may recommend a commission-based product depending on your individual investing needs.
Fee-Based Clients Are Often:
Tired of feeling unsure about the advice they receive
Looking for transparency and less sales pressure
Seeking long-term relationship with a trusted advisor
Ready to align their financial decisions with their personal goals
We Work With a Wide Range of Strategic Partners to Deliver Tailored Solutions:
- AssetMark
- Fidelity Institutional Asset Management
- American Funds
- Horizon Investment
- J.P. Morgan Asset Management
- Litman Gregory
- Loring Ward
- Morningstar Investment Services
- Rogerscasey
- Russell Investments
- Symmetry Partners
- The Institute for Wealth Management
- The Vanguard Group
- Weatherstone Capital Management