Fee-Only Financial Advisor FAQs

Choosing a financial advisor is an important decision, and it’s natural to have questions.

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Are you a fiduciary, and what does that mean for me? 

How do you charge for your services?

Do you offer a free consultation to see if we're a good fit?

What areas do you serve in Central Texas?

How do I know if I need a financial advisor?

How often will we communicate and review my financial plan?

What is your address and phone number? 

Do you work with clients outside of your local area?

Are you fee-only?

What financial services do you provide?