What is \Fee-Only\ financial planning and why should that be important to me?
Because we are Fee-Only financial planners, all conflicts of interest regarding compensation are removed. We do not accept sales commissions; we work solely for our clients. Because we do not sell financial products such as investments and insurance, there are no third-party relationships or outside influences to color our thinking and financial recommendations.
Because I am a Fee-Only financial planner, all conflicts of interest regarding compensation are removed. ColeFP does not accept sales commissions; I work solely for my clients. Because I do not sell financial products such as investments and insurance, there are no third-party relationships or outside influences to color my thinking and financial recommendations. ColeFP subscribes to the Code of Ethics, Fiduciary Code of the National Association of Personal Financial Advisors, for more information please visit www.NAPFA.org.
Because we are Fee-Only financial planners, all conflicts of interest regarding compensation are removed. We do not accept sales commissions; we work solely for our clients. Because we do not sell financial products such as investments and insurance, there are no third-party relationships or outside influences to color our thinking and financial recommendations. For more information on Fee-Only financial planning, including our Code of Ethics, Fiduciary Code and member requirements, please visit www.NAPFA.org. In addition, our firm is a Registered Investment Advisor (RIA); as such, we must comply with a host of regulations designed to protect the consumer. One important question you should always ask when considering a financial planner’s services: “May I please have a copy of your ADV Part II?” This document contains important information about the planner’s qualifications, fiduciary duties, history of any past violations, etc. We would be happy to send you a copy of our ADV Part II.
Because we are Fee-Only financial planners, all conflicts of interest regarding compensation are removed. We do not accept sales commissions; we work solely for our clients. Because we do not sell financial products such as investments and insurance, there are no third-party relationships or outside influences to color our thinking and financial recommendations. For more information on Fee-Only financial planning, including our Code of Ethics, Fiduciary Code and member requirements, please visit http://www.napfa.org/. Back to Top of Page In addition, BGFP is Registered Investment Advisor (RIA); RIAs must comply with a host of regulations designed to protect the consumer. One important question you should always ask when considering a financial planners services: May I please have a copy of your ADV Part II? This document contains important information about the planners qualifications, fiduciary duties, history of any past violations, etc. BGFP will be happy to send you a copy of their
