CONSIDER EVERYTHING
Fee-Only
Financial Advisors
Financial Advisors
We are professional board-certified financial advisors, not brokers or insurance and annuity sales agents. We work to produce results that help you more successfully achieve your goals and objectives. We charge only for our wealth planning, wealth advisory and wealth management services.
We do not receive any other financial compensation or rewards from any institution based on the actions we take on your behalf. Fee-Only compensation helps reduce conflicts of interest.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Wealth management
designed to maximize your life.
Fee-Only financial advisors focus on results.
Our compensation is tied to your success, so we work to help you succeed.
CONSIDER EVERYTHING
Fee-Only Financial Advisors
Fee-Only financial advisors work to produce results, not sales.
We are professional board-certified financial advisors, not brokers or insurance and annuity sales agents. We work to produce results that help you more successfully achieve your goals and objectives. We charge only for our wealth planning and advisory services and investment management.
We do not receive any other financial compensation or rewards from any institution based on the actions we take on your behalf. Fee-Only compensation helps reduce conflicts of interest.
It's just part of what we do.
Our compensation is tied to your success, so we work to help you succeed.
Fee-Only Financial Advisors | Helping you accomplish your goals and objectives.
Wealth Advisory Services
We focus on developing plans, disciplined strategies, independent research, and robust plan and investment performance analysis for each client. We combine critical thinking with detailed analysis in many areas, including wealth planning, advice and counsel, client advisor team development, saving and investment management, tax planning and strategy, exit and retirement planning, expense and budget management, cash and liquidity planning, trust and estate planning, and philanthropic and legacy planning.
Problem-Solving Focus
We promote a collaborative team approach working closely with our clients and their other advisors to find valuable solutions to help our clients accomplish their goals and objectives and are not predetermined by a company selling financial products.
Fee-only financial advisors may not receive commissions, rebates, finder’s fees bonuses or any other form of compensation from others as a result of a client’s implementation of the practitioner’s planning recommendations.
Fee-Based is not Fee-Only
Fee-based financial advisors are not the same as as Fee-Only financial advisors. Fee-based means a financial advisor can charge both fees and collect sales or brokerage commissions and other form of compensation.
Fee-based financial advisors are regulated under two different legal standards – a higher fiduciary standard and a lower best interests standard. Fee-based advisors must disclose when and explain why they are working under the lower best interest standard and not the fiduciary standard. Fee-Only compensation helps reduce conflicts of interest.
Fiduciary Financial Advisor Interview Guide
Use our proprietary interview guide, Selecting a Wealth Management Professional, in your advisor search process as you conduct your personal due diligence and dig deeper with more targeted questions during your interview with us and other fiduciary financial advisors.
