Fee-Only Financial Advisors: Accept NO Commissions

Fee-Only Planning vs. Fee-Based

Wealth Management Solutions is a Fee-Only financial planning firm. As such we may only receive compensation that is paid directly from our clients.

Fee-based advisors may receive compensation and bonuses from other sources; such as their broker dealer, mutual funds or insurance companies. They may receive bonuses or trips based on how much of a certain type of product they sell in any given month.

See for yourself how we compare to other potential "financial advisors":

	FEE-Only		FEE-Based
Financial Advisor's Role	CERTIFIED FINANCIAL PLANNER™ has a fiduciary responsibility to give advice in you best interest	Advisor may or may not have credentials; gives advice based on guidelines established by their broker-dealer

Financial Advisor's Function	Provides objective financial planning advice in the client's best interest	May sell products: (annuities, mutual funds, wrap accounts, insurance, etc.)

Investment Management Solutions	No-load investment solutions - lower costs and expenses increase your returns	Due to broker dealer relationship investments typically have higher costs and expenses which reduce your returns

Advisor's Compensation	Can only be compensated directly from the client; no bonuses or trips based on quotas or sales goals	Compensated from their broker dealer; may receive bonuses based on total amount of stuff sold

See our fee schedule for additional details