What are BWFAs fees?
As fee-only financial advisors we charge fees in several ways depending on what you wish us to do. We may charge: a flat fee for planning, a per schedule fee for tax preparation, a percentage fee for investment management, or an hourly fee for certain projects. We suggest that you come to your first session prepared to discuss what you may need us to help you with. Together we will then scope the proposed engagement, show you examples of the work we might do, and negotiate a fee arrangement that meets your needs.