Fee Only vs. Brokers


We are a 100% Fiduciary adhering to the highest standard of a CPA. A fiduciary is someone who is legally bound to act in your best interest. Not to be confused with Suitability, which is the standard brokers adhere to. This suitability standard does not require the advisor to put the client's needs first but who's duty of loyalty is to the brokerage firm the advisor works for. 


We do not receive any commissions. As a Fee Only Independent Investment Advisory firm and CERTIFIED FINANCIAL PLANNER, all our compensation comes directly from the client. There are no hidden fees, no third party bonuses or compensation, no sales of any kind of any financial or insurance products. This allows us to be unbiased in selecting investments, thus creating high quality, low fee and fully transparent portfolios.