Insights
Fee-only or commission: how your advisor is paid matters
How an advisor is paid shapes the advice you get. Here is what fee-only means and the questions to ask.
Daniel Ortega, CFP®
A fee-only advisor is paid only by clients, never by commissions on products. That removes one of the largest conflicts in financial advice.
Questions to ask any advisor
Are you a fiduciary at all times? How are you paid, in dollars, for my situation? Where can I read your Form ADV and Form CRS?
For general information only. This is not tax, legal or investment advice for your situation.
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