Fee Only Financial Advisor Ohio
As the title says, I am a Fee Only Financial Advisor in Ohio.
However, allow me to shed a bit of light on this as I take Fee Only another step.
FLAT FEE VS FEE ONLY
My firm operates under a Flat Fee concept.
- This means I charge one Flat Fee for:
- Financial Planning
- Investment Management
- Tax Planning
- Workplace Benefits
- And more
- My Flat Fee is based on my knowledge, experience and service model.
- There are NO hidden fees or other revenue sources paying me.
- As far as I know, I was the first Flat Fee firm registered in Ohio.
- I consider this to be as close you can get to always putting the client first.
- And it takes Fee Only to another level of transparency.
Fee Only
- The short version is Fee Only means no commissions.
- Clients can pay an hourly rate, AUM (Assets Under Management) where you pay the advisor a percentage of the assets they manage, and also Flat Fee.
- These fees are not necessarily set based on the advisor’s knowledge, experience and service model.
ABOUT MY FIRM
- I created my firm in 2016 when I realized the best way for me to service clients was through a Flat Fee arrangement.
- To do this, I had to start my own firm from scratch.
- I cater to physicians who are seeking to enjoy their lives while their health, wealth and time are at their peaks.
- I am based out of the Akron Cleveland area.
- Because I have been fully virtual since I launched I do have clients across the country.
- You can learn more about my practice by clicking here to see the FAQ section or click here to read more about me personally.