Why is Fee-Only Objective Financial Advice Important?

A Fee-Only Advisor is Objective

A fee-only advisor is objective and works under a fiduciary duty to the client. They do not sell any products or accept commissions. Instead, a fee-only advisor gives advice and creates a financial plan that best fits the client’s needs. Since there is no conflict of interest, they can look at the situation through the client’s eyes and develop solutions which fit the client’s specific needs.

A Fee-Only Advisor Looks at the Whole Picture

A fee-only advisor works to understand the totality of the client’s situation because their reputation and compensation depend on it. By assessing the full picture, fee-only advisors are able to develop a comprehensive plan and focus on the solutions which will actually help the client accomplish their goals.

A Fee-Only Advisor Gives Advice Whenever You Need It

A fee-only advisor’s mission is determined by the client’s needs, not by a product sales cycle. When you need advice, or just want a second opinion, you get it, and you’re never stuck paying for services or products you don’t need.

The Bottom Line

A fee-only advisor’s mission is determined by the client’s needs, not by a product sales cycle. When you need advice, or just want a second opinion, you get it, and you’re never stuck paying for services or products you don’t need.

The Bottom Line

A fee-only advisor’s mission is determined by the client’s needs, not by a product sales cycle. When you need advice, or just want a second opinion, you get it, and you’re never stuck paying for services or products you don’t need.

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What is fee-only?

Start with a Friendly Conversation

We believe that every client is unique. We want to take the time to get to know your concerns, goals, and dreams. We don’t try to make one size fit all; we take the time to learn about who you are, what you need and whether we can help you. It all starts with a friendly conversation.

Scott Sommers

Partner

Chad Germann

Senior Advisor

Linda Neuenburg

Senior Advisor | CFP®

Danny Beckwith

CFP®

Chris Siraganian

Associate | CFP®

Greg Welborn

Partner

John Griesinger

Senior Advisor

Kathy Hart

Client Support

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