How We Get Paid

All of our work is based on fees only. “Fee-only” means our only compensation comes directly from our clients; we collect no commissions, no sales loads, and derive no other third-party source compensation. We are Fee-Only Fiduciaries that disclose any potential conflict of interest that commission-based compensation can create, making us distinct from advisors describing themselves as “Fee-Based” which means fees + commissions (which often means “fees for the plan and AUM plus additonal commissions for subsequent trades and or services.”). The key to a healthy relationship with our clients is in our ability to give objective advice. We are distinct in that we neither pay nor receive referral fees.

As Fiduciary Advisers we are aligned with the client in serving their best interests. You can be more confident and feel more comfortable when you have an advisor to turn to whenever any issue develops that even slightly affects your personal finances.