About DBA FEE ONLY FINANCIAL PLANNING, INC.
DBA FEE ONLY FINANCIAL PLANNING, INC. is a financial planning firm that specializes in providing fee-only financial planning services to clients. The firm is dedicated to helping clients achieve their financial goals by providing objective and unbiased advice.
How does the advisor help clients – Key Takeaways:
- Provides fee-only financial planning services to clients
- Offers objective and unbiased advice
- Helps clients achieve their financial goals
Facts and Insights
Incorporated in 2010, DBA FEE ONLY FINANCIAL PLANNING, INC. has been helping clients for over a decade. The firm currently has 5 advisors and manages over $100 million in assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $100 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | Over 10 years |
Financial Services Offered
DBA FEE ONLY FINANCIAL PLANNING, INC. offers a range of financial planning services, including but not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance analysis
Client Types
The firm primarily serves high net worth individuals, families, and small business owners. However, they also welcome clients from various income levels and backgrounds, as long as they are seeking fee-only financial planning services.
Fees & Compensation
As a fee-only financial planning firm, DBA FEE ONLY FINANCIAL PLANNING, INC. charges a flat fee for their services. This fee is based on the complexity of a client’s financial situation and the services they require. The firm does not receive any commissions or compensation from third parties, ensuring that their advice is always in the best interest of their clients.
Background
The advisors at DBA FEE ONLY FINANCIAL PLANNING, INC. are highly qualified and experienced professionals who are committed to providing excellent service to their clients. They have comprehensive knowledge and expertise in various areas of finance and are dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know
DBA FEE ONLY FINANCIAL PLANNING, INC. believes in transparency and ethical practices, and as such, they have no disclosures to report. The firm follows the fiduciary standard, which means they always have their clients’ best interests in mind.