Santa Barbara, CA
Santa Barbara, CA
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An advisor who is paid solely by their clients. This arrangement minimizes conflicts of interest. A flat fee structure reflects the service provided and is not based solely on portfolio, net worth, or income size.
Fees can be monthly, quarterly, hourly, by project, or retainer. These fees can be a set price or based on complexity. All fees should be explained before engagement.
Flat, fee-only advisors provide the most transparency and usually provide the most comprehensive advice.
We approve less than the top 1% of advisors. All advisors are fiduciary, independent, and flat fee. Every advisor is individually interviewed and each ADV disclosure and website is reviewed.
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All information is kept private. We do not share your information with the advisors on board or any other party. We use your email to send you a link with your matches.
We select advisors based on your answers to a few simple questions. Advisors can be selected based on your occupation, financial planning services you need, age, income and saving sizes, and location.
Cash Flow Planning, Investment Analysis and Planning, Retirement Planning, Tax Planning, Estate Planning, Risk Management and Insurance Planning, Education Planning, Charitable Planning, Portfolio Guidance or Management.