ONLY's guidelines for the financial planning services we provide.

Fiduciary Duty

ONLY planners are held to a fiduciary standard, meaning we are legally and ethically required to act in your best interest at all times. 

 Transparent Pricing

ONLY’s compensation is clear and straightforward—a flat fee. This makes it easier to understand what you're paying for and avoid hidden costs.

 Comprehensive Guidance

Since ONLY does not sell investment products, our financial planning services are structured to focus on comprehensive analysis of your overall financial situation, goals, and risk tolerance, without incentives tied to the sale of specific investments. 

 Long-Term Relationship Focus

ONLY advisors work hard to build long-term relationships with our clients, focusing on comprehensive planning (retirement, taxes, estate, budgeting) rather than one-time transactions.

 Better Alignment with Your Goals

ONLY’s fees are not tied to the sale of investment products. This compensation structure encourages goal-based planning and personalized strategies.

We have several financial planning pricing options available depending on the complexity of your financial planning needs.

Let's discuss what option may be most suitable for you and your family!