Fee-only

You have probably read about the U.S. Department of Labor’s (DOL)¹ new fiduciary rule that will impact financial advisors and their clients.

The challenge for most people today is finding the right financial advisor. The sheer number of financial professionals holding themselves out as “financial advisors,” makes it a daunting task at best. It is easier if you know what to look for, but that requires an acute sense of what exactly you want from an advisory relationship.