Fee Only Fiduciary
As a Fee-Only, fiduciary financial planner, my only job is to act in your best interest. I don’t sell financial products, and I don’t earn commissions. I get paid directly by you for advice—that’s it.
This structure helps ensure that everything we do is focused on your goals, your values, and your life.
Why Work with a Fee-Only Financial Planner?
Let’s face it—navigating personal finances can feel overwhelming. If you’ve never worked with a financial planner before, or if your previous experience left you confused or discouraged, you’re not alone. I hear this often.
Many people I meet:
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Feel unsure who to trust with financial questions
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Don’t know the difference between brokers, advisors, and planners
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Think financial planning is just about investments or the stock market
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Are paying for advice without even realizing it
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Worry they “should already know this stuff” and feel embarrassed to ask
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Wonder why their parents didn’t need help—and whether they really do
The financial services industry hasn’t always made it easy to find trustworthy, clear advice—especially if you're not already a millionaire. There’s been too much focus on products and sales, and not enough on you.
Working with a Fee-Only financial advisor means you're getting advice that’s truly in your best interest—without hidden agendas or sales pressure. Fee-Only advisors are compensated solely by their clients, not through commissions or product referrals. This transparent structure removes conflicts of interest and helps ensure your financial plan is based on your goals, not on what someone’s trying to sell you. As a proud member of the Fee-Only Network, I adhere to the highest standards of fiduciary care—meaning I’m legally and ethically obligated to always act in your best interest. Whether we’re planning for retirement, managing taxes, or helping you gain financial clarity, you can trust that the advice you receive is personalized, objective, and designed to help you succeed.
What to Look for in an Advisor
Choosing someone to guide you financially is a big decision. Here are a few questions you should always ask:
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Are you a fiduciary—legally obligated to act in my best interest?
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Are you Fee-Only—paid only by me, with no commissions or hidden incentives?
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What credentials do you hold? (I’m a CPA and CFP®)
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Do you take a comprehensive approach—or focus only on investing?
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What’s your process and how will we work together?