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Fee-Only Financial Advisors NEVER Earn Commission or Sell Investment Products.

Every financial planner, financial advisor and investment manager on FeeOnlyNetwork.com has been vetted to meet the high standards of The National Association of Personal Financial Advisors (NAPFA) for strict fee-only compensation and ethical obligation.

Fee-Only: Compensated only by the client without earning commission of any kind for product sales or referrals

Fiduciary: Legally sworn and obligated to always place the interest of the client ahead of their own.

Independent: Not affiliated with any brokerage firm, bank, or insurance company.


Note:  Because we do not charge separately for financial planning services, we are unable to accommodate individuals who wish to have stand-alone planning services charged on an hourly or project basis.

 

Latest Blog Posts

November Newsletter to Clients

Submitted by Moneywatch Advisors on November 3rd, 2023

Enjoy this month’s edition that features a perspective on bonds and their relationship with stocks, as well as a note regarding new rules when writing checks with Schwab.

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The Wisdom of Wally

Submitted by Moneywatch Advisors on October 10th, 2023

I first wrote this 3 ½ years ago and believe it is an excellent reminder that, as investors, we are owners of the companies we buy shares in, even if indirectly through mutual funds. I also updated it at the end to show how Wally’s wisdom played out…so far.

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  • investments
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October Newsletter to Clients

Submitted by Moneywatch Advisors on October 6th, 2023

Enjoy this month’s edition that features a note about your monthly Schwab statement, a tip to avoid a new type of cyber fraud as well as a review of the stock market so far this year.

September statements:

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What Does Financial Freedom Really Look Like?

What Is a Financial Plan and Why Do I Need One?

 

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  •   121 Walton Avenue, Lexington, Kentucky 40508
  •   (859) 268-1117
  •   Lee@moneywatchadvisors.com

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Moneywatch Advisors is registered as an investment advisor with the U.S. Securities and Exchange Commission.

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