Freedom Found Financial
Conflicts of interest are often found within the wealth management landscape. By providing a flat fee structure to our clients, we eliminate as many of these conflicts as possible. Financial planners are professionals, so why don’t we charge similar to that of an attorney or a CPA. General practice has been to charge a variety of commissions or a percentage of assets under management. Commissions generate a great deal of conflicts, and charging a percentage of assets under management can lead to exorbitant fees when working with highly affluent clientele. It is for these reasons we feel using flat fees is the most advantageous approach for all parties involved.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.