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Fee-Only Wealth Management

Holistic financial planning and fiduciary services centered around your needs

Financial Strategies has been a fee-only financial advisor since 1994. Working as fee-only advisors ensures we act in your best interests by removing the incentive of commissions from our compensation model. 

Because we work for you and you alone, we have no incentive to recommend one investment or planning tool over another. We do not receive commissions, finder’s fees, soft dollars, kickbacks, referral fees, or split commissions from anything we recommend. Our only source of income is our advisory fee.

We believe this model ensures we focus on your situation, your dreams, and your investments – recommending what we believe is best for you, not what pays the most commission. Our fees are typically based upon a percentage of your assets, giving you additional peace of mind – knowing that we are economically tied to your success.

We are proud members of the National Association of Personal Financial Advisors (NAPFA), an organization dedicated to providing education and advocacy to promote fee-only comprehensive financial advisors. As NAPFA-registered financial advisors, we are required to take a fiduciary oath agreeing to:

  • Always act in good faith and with candor
  • Be proactive in disclosing any conflicts of interest that might impact a client
  • Not accept any referral fees or compensation contingent upon the purchase or sale of a financial product