Fee Only Financial Advisor Relationship

Fee Only” is a term that has gained a following in recent years as the preferred way of working with a financial advisor or wealth manager.

What is fee only?

Fee only means the only payments received by us are those paid directly by you, the client. We receive no commissions. Fees paid are for services rendered rather than products purchased.

Fee only financial advisors might be paid on an hourly basis, a fee for service basis or as a percentage of assets under management, or some combination of these. In all cases, the advisor acts as a fiduciary, working on the client’s behalf and in the client’s best interests.

Commission based compensation can incentivize the advisor to sell a product that while suitable for a client, might not be in the client’s best interests.

Fee Only Financial Advisor Association

The National Association of Personal Financial Advisors (NAPFA) is the premier association for Fee Only financial advisors. Visit www.napfa.org to learn more about fee only, fiduciary financial advisors and how to find one near you.

Envision Wealth Planning exercises its best efforts to act in good faith and in the best interests of our clients. We provide written disclosure to the client prior to any engagement, and throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the firm.

Envision Wealth Planning does not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product. We do not receive a fee or other compensation from another party based on the referral of a client or the client’s business.

What our fiduciary status means to you, the client

  • WE ALWAYS ACT IN GOOD FAITH AND WITH CANDOR.
  • WE ARE PROACTIVE IN OUR DISCLOSURE OF ANY CONFLICTS OF INTEREST THAT MAY AFFECT YOU.
  • WE WILL NOT ACCEPT ANY REFERRAL FEES OR COMPENSATION THAT IS CONTINGENT UPON THE PURCHASE OR SALE OF A FINANCIAL PRODUCT.

GET IN TOUCH TO LEARN MORE – TODAY!

(615) 242-3808

INFO@ENVISIONWEALTHPLANNING.COM
7003 Chadwick Dr. Suite 350 Brentwood, TN 37027

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Headquarters
7003 Chadwick Dr. Suite 350
Brentwood, TN 37027
Phone: 615.242.3808
Fax: 615.242.2627