About Us
Fiduciary. Fee-Only. Independent. Dental-Specific.
We don't take the trust you place in us lightly. You deserve a financial planner that commits to the highest ethical, legal, and competency standards. It sounds simple - but most ‘financial planners’ do not hold themselves to our higher standards.
Fiduciary.
Why we have taken the Fiduciary Oath:
Its the right thing to do. We want to be held to the highest standards. You can expect the advice we provide is based on a thorough analysis of your situation and a financial plan to help you reach your goals. We have adopted the full oath from The Committee for the Fiduciary Standard.
What is a Fiduciary?
Simply put, a fiduciary is someone who is legally responsible to act in your best interest.
While many so-called financial advisors might be very nice people, very few are fiduciaries. Instead they subscribe to a 'suitability' standard.
What does that mean for you? They are salespeople, not advisors. They can sell you products or make recommendations that make them the most money, at your expense with no accountability.
What is Fee-Only?
The way your financial planner is compensated can make all the difference in the recommendations they make for you. Fee-Based and Commission advisors receive compensation based on the specific products or investments they recommend. They are only compensated for 'advice' that involves purchasing a product and not with comprehensive planning.
At WealthFD, we are Fee-Only. We do not accept commissions, 12(b)1 fees, or referral fees. We charge transparent fees for the advice we provide. The only revenue we earn is from the transparent fees you pay us. You will always know in advance before you are charged for any services.
Fee-Only.
Why we are Fee-Only:
Being fee-only is the most ethical and fair way to work. We feel your financial planner should be there to protect and grow your financial future, not exploit it for personal gain.
We actively eliminate potential conflicts of interests inherent in the financial services industry. If we can't completely eliminate a potential conflict, we'll fully disclose it and manage it in your favor.
Independent.
We are completely independently owned and operated. Because of this, we do not have any restrictions in our recommendations. We have access to recommend any investment, insurance, or financial planning strategies without the interference of third parties.
Other advisors may seem independent, but many have relationships with banks, investment, or insurance companies that have sales quotas, product restrictions
Our Team holds industry leading designations. We are consistently recognized as thought leaders in the financial planning profession and speak at over 50 industry events annually. While we're proud of our team's top credentials and accolades, that isn't enough. We specialize in working with a specific set of dental clients needs to provide the most in depth, personal, and advanced recommendations.
Dental-Specific.
What We're Known For
We are known for our skill, creativity, and unconventional approaches, yet we are most proud of our reputation among our clients of integrity, respect, and trust. Schedule a consultation to see how we can help.