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What is a Fee-Only Financial Planner?

Author
David Shotwell CFP(r) and Nick Nauta CFP(r)
Published
Mon 25 Apr 2022
Episode Link
https://srbadvisors.com/what-is-a-fee-only-financial-planner/

We don’t love the term either, because it is hard to figure out what it means. But we do stand by being fee-only advisors. Simply put, our clients pay us a fee for financial planning and investment advice. We do not make any commission from the investments that our clients make. Here is a bit of a longer explanation from our website: As fee-only financial planners, we always operate as fiduciaries.


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