Fee Only

10 Reasons Why We Choose to be a Fee-Only Financial Advisory Firm and Where to Find Others Like Us

by Trailhead Plan… on Jun 15, 2018

Fee Only, Financial Planning, Fidcuciary
The Department of Labor’s Fiduciary Rule is officially dead after a key deadline recently passed without action and consumers are once again left with ambiguity around whether their financial adviser is acting as a fiduciary, legally obligated to act in their best interest, or as a salesperson, who is not. At Trailhead Planners, we choose to be fee-only financial advisers beholden to the fiduciary standard We believe this is the best model for consumers because of its inherent transparency and objectivity.
Subscribe to Fee Only