Fee-only planners, like the advisors at McNeely Financial Strategies, are compensated for their knowledge and services, much like an attorney or a physician.
Product Salesman or Planner
Many times a brokerage firm representative is employed by, and owes a duty to the firm, and may be required to offer proprietary products. A fee-only financial planner owes a duty to you, the client, to be your advocate.
More Service
Clients of a comprehensive fee-only financial planner receive broad-based financial advice, where the clients of a brokerage firm representative or a financial product salesperson typically receive only investment advice. A fee-only financial planner helps clients orchestrate most aspects about their financial lives. This includes such areas as:
- Cash flow management
- Unbiased insurance advice and asset protection
- Investment advice and management
- Retirement planning – both financial and non-financial aspects
- Tax strategies
- Estate planning – both financial and non-financial areas
- Financial coaching – integrating your money with your career, life, and family
Our Fees
Our annual fees range from 0.75% to 1.75% of the total value of the account.
The Added Value
Unbiased advice—and the very real financial benefits it can provide—is one of the most important things you pay a financial planner for. That is why an increasing number of dentists are seeking out the services of fee-only planners at McNeely Financial Strategies.
