Our fee is 1% of managed assets on an annual basis. We bill quarterly and most of the time the fee is simply deducted directly from the investment accounts.
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.