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Fee-only Fiduciary

"Wouldn’t it be nice if everyone acted honestly and fairly? While that’s rare, you can improve the odds that your advisor does by choosing a fee-only fiduciary."
Justin Belkin
Justin Belkin

CEO, Financial Boss

What is a fee-only fiduciary?

Trusting someone to provide you with financial planning advice and manage your investments is a big decision and can be very consequential. Before making that decision you should understand how financial advisors get paid and what their duty of care is to you.

Advisor Compensation

Financial advisors are commission-based, fee-based, or fee-only. Fee-only advisors earn only client fees, reducing conflicts; others may earn commissions, creating conflicts.

Standard of Care

Most financial professionals follow the “suitability standard,” recommending suitable (not best) products. The fiduciary standard, however, requires acting in the client’s best interest.

Fiduciary Oath

Putting Your Interests First

At Financial Boss, we believe in placing your best interests first.

We are proud to commit to the following five fiduciary principles:

  1. I will always put your interests first.
  2. I will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
  3. I will not mislead you, and I will provide conspicuous, full, and fair disclosure of all important facts.
  4. I will avoid conflicts of interest.
  5. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.