A fee-only fiduciary / financial advisor cannot receive compensation from a brokerage firm, a mutual fund company, an insurance company, or from any other source than you. This means they represent you and your interests when giving you advice. This is different from a “fee based” planner that can charge a planning fee but also sell financial products.

Another word for a fee-only financial advisor would be a NO COMMISSION or Fee-Only Fiduciary advisor, as they can only receive compensation directly from you (like a CPA or attorney) versus being paid by commissions from products they sell.

Fee-only financial advisors have a fiduciary responsibility to always act in your best interest. See what noted Consumer Advocate, Clark Howard had to say about fee-only planners on his website: http://www.clarkhoward.com/news/clark-howard/personal-finance-credit/fee-only-financial-planners-are-in-your-best-inter/nDKZ/

Why work with a Fee-Only Certified Financial Planner™?

Quite simply it is because we understand you have a choice when selecting a Financial Advisor. You deserve objective, professional advice based on your personal financial situation. (Advice and strategies that do not involve the purchase of a financial product.

What is a Fee-Only Fiduciary Advisor 1

The Advisory Firm, LLC is a NAPFA Registered fee-only financial planning practice and Registered Investment Advisor located in Alpharetta, Georgia. As a fee-only practice this simply means that we work on the behalf of our clients in a fiduciary fee for service model, and are not compensated by commissions or product sales.

As a client you choose how we work together: You can hire us as a Financial Planner to build your strategy and/or as your personal Investment Advisor to manage your investments. Learn more about our services.

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James A. Daniel

James A. Daniel - Financial Planner

CFP, CFA, CMT

How can a fee-only fiduciary Certified Financial Planner™ help YOU?

As a fee-only Financial Planning firm we assist you in answering life’s challenging financial questions and help guide you to make smart financial decisions.

Learn more about us

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