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Why Fee-Only

Why Choose a Fee-Only Financial Planner

Since the firm’s founding more than 25 years ago, we have been committed to fee-only comprehensive financial life planning because we believe it is the most responsible way to help our clients. Running a business that does not act in the best interest of the client is simply not sustainable. Two components make our process stand out among the crowd of financial planning and investment advisory firms. The first is the comprehensive nature of our financial life plans. The second is our fee-only approach.

As fee-only financial planners, we are registered investment advisors with a fiduciary responsibility to act in our clients’ best interests. We receive our compensation directly from you, the client. We do not receive compensation from third parties based on recommendations made in the financial plan, such as commissions from mutual fund companies, insurance companies, or any other source. Therefore, our only loyalty is to you, always putting your needs, values, and goals first. Because we focus on comprehensive financial planning within a fee-only business model, we spend time evaluating and advising on all elements of the financial plan. You can feel confident that if we recommend a product, it is right for your unique situation, and not motivated by commissions of any kind.

Fee-Only vs. Fee-Based

Fee-based advisors derive the majority of their revenue from assets under management and are permitted to receive commissions from the sale of financial products from third parties.

EKS Associates is a fee-only financial planning firm. As such, we do not sell financial products and receive no commissions or referral fees from third parties. Clients pay us a flat retainer fee or hourly rate for the advice we provide, which means you can feel confident the recommendations are solely in your best interest. Plus, your fee is never contingent upon the size of your portfolio. At EKS Associates, we are committed to helping you achieve your life goals.

Start Planning Today

Contact EKS Associates today to learn how fee-only comprehensive financial life planning can help you feel more confident and secure about your financial future.