Flat Fee Fiduciary Financial Advisor

We have big news. We are now a Flat Fee Fiduciary Financial Advisor.

As of April 2022, we are now a Flat Fee Fiduciary Financial Advisor.

We’ve always been a Fiduciary Financial Advisor.

We’ve always been a Fee-Only Financial Advisor

And now we’ve become a Flat Fee Advisor.

 

What Does Being a Flat Fee Fiduciary Financial Advisor Mean?

It means that we now charge one flat fee for the services we offer.

It is simple and straightforward.

It is fair.

It aligns better with our Fiduciary standard.

It includes tax prep and planning, asset management and retirement services under one flat annual fee.

It removes some inherent conflicts such as charging more for managing more of a client’s assets or being paid more commissions for recommended financial products.

It is just a better way.

 

Q&A

Q:  I work with another advisor that charges a percentage of assets.  Should I switch to your firm and lower my fees?

A:  I can appreciate that! My process starts with a free, no-obligation 30-minute phone call to see if I think I can help you in your financial life.

 

Q:  I don’t currently work for PNNL but I used to.

A:  Although I specialize my work for those who are within a year or two of retiring from PNNL, I reserve the right to work with anyone I think I can help. I am building a small firm and have restricted the number of clients I wish to work with to about 25.  I would welcome having a conversation with you to see if it makes sense to work together.

 

Schedule a call to learn more today.

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