What is Hourly, Fee-Only financial planning and why should it be important to me?
Because we are Hourly, 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. In addition, our firm is a Registered Investment Advisor (RIA) in New Jersey; 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 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. We would be happy to send you a copy of our ADV part II. Please contact us to request a copy or download a copy under the Client Forms section of the navigation bar.
Related Questions
- I understand the benefits of working with an Hourly, Fee-Only financial planner, but I might need to obtain financial products. How will I be able to do that?
- Answers Question 1: What can professional, objective, fee-only, fiduciary financial planning and investment management do for me?
- What is Hourly, Fee-Only financial planning and why should that matter to me?
