What is Fee-Only?

As Jane Bryant Quinn stated in her Newsweek column, “Financial planners who take commissions have a built-in conflict of interest...even with disclosure, my choice would be a Fee-Only planner.”

Fee-Only advisors —
      • put the client's needs first
      • do not sell products of any sort
      • do not receive financial products

Fee-Only planners may be compensated by hourly rates, flat fee or on retainer similar to attorneys and accountants. Some fee-only planners charge percentage-based fees for investment management services.

Robin Vaccai-Yess CFP® is a fee-only financial advisor. She charges an hourly rate for financial and investment advice.

Click here to download the Confidential Financial Profile including the fee schedule.