Financial Terminology

What does it mean To Be A fiduciary Financial Advisor?

A financial advisor who acts as a fiduciary has taken a solemn oath to act in the best interest of their clients, not just during the financial planning process, but at all times when providing financial advice. The fiduciary duty includes a Duty of Loyalty, Duty of Care and Duty to Follow Client Instructions. We have a responsibility to uphold good faith and trust while acting on your behalf, placing your interests ahead of our own.

What does it mean To Be A Fee-Only Planner?

NAPFA defines a Fee-Only Planner as one who, in all circumstances, is compensated solely by the client, with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product. A NAPFA member or affiliate may not receive commissions, rebates, finder’s fees, bonuses or any form of compensation from others as a result of a client’s implementation of the individual’s planning recommendations.

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