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Allen Wealth Advisors Colleyville | Fee Only Financial Planners

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Fee-Only vs. Fee-Based Financial Planning

You are here: Home / Colleyville Fee-Only Financial Planning / Fee-Only vs. Fee-Based Financial Planning

April 22, 2019 By Allen Wealth Advisors

Financial Planning Consumer Info

Allen Wealth Advisors - CERTIFIED FINANCIAL PLANNERS™ Colleyville TXAllen Wealth Advisors is a fee-only advisory.

A “fee-only” financial advisor sounds very similar to a “fee-based” financial advisor, but there’s a significant difference in how they get paid.

There is a critical distinction between hiring a fee-only advisor versus a fee-based one. Here’s what you should know:

Fee-Only Financial PlannersFee-Based Financial Planners
• Paid directly by clients for their services and cannot receive other sources of compensation, such as payments from fund providers.

• Act as a fiduciary, meaning they are obligated to put their clients’ interests first.
• Paid by clients, but also receive compensation from other sources; including commissions from financial products that clients purchase.

• Brokers and dealers (or registered representatives) are simply required to sell products that are "suitable" for their clients.

At Allen Wealth Advisors, all our advisors are CERTIFIED FINANCIAL PLANNERS™.

This means we have the training, experience and knowledge to help you plan for and realize a successful financial future.  We build strong relationships with our clients. Our clients can feel secure that their needs are our first priority.

Allen Wealth Advisors: Fee-only Advisory Services

Allen Wealth Advisors is a fee-only advisory. This means:

  • We are paid directly by clients for our services and cannot receive other sources of compensation, such as payments from fund providers.
  • We act as a fiduciary, meaning: We are obligated to put our clients’ interests first.

Allen Wealth Advisors Services

We get to know you – and your unique situation – as well as your goals for the future.

We assess your current situation and provide you a roadmap to help you achieve your personal goals.
We then help you implement your plan providing you the tools and professional guidance necessary to accomplish your goals.

Financial Planning for Women     Investment Management     Retirement Planning

How Can Allen Wealth Advisors Be of Assistance?

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Allen Wealth Advisors, Colleyville TX
We serve Colleyville, the Dallas Fort Worth Area and the U.S.
Including the cities of Colleyville, Southlake, Grapevine, Keller, North Richland Hills, Hurst, Euless, Bedford, Flower Mound, Argyle, Lantana, Double Oak, Copper Canyon, Highland Village, Denton and surrounding areas.

Category iconAllen Wealth Advisors Colleyville TX,  Colleyville Fee-Only Financial Planning,  Colleyville Financial Planning Tips Tag icon#allenwealthadvisors,  Fee-Only vs. Fee-Based Financial Planning

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Kay Allen, CFP®
Allen Wealth Advisors
6110 Colleyville Blvd. Suite 106
Colleyville, TX 76034

Phone: 817-500-0014
Fax: 817-500-0014

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Allen Wealth Advisors

Fee-only Certified Financial Planners®.

We are a fee-only advisory in Colleyville TX - offering customized Comprehensive Financial Planning and Investment Management strategies to women, families, individuals, and small businesses.

Serving Colleyville, the DFW Metroplex,
Dallas-Fort Worth, North Texas - and the U.S.

Allen Wealth Advisors
6110 Colleyville Blvd. Suite 106
Colleyville, TX 76034

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817-500-0014

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Investment advisory and financial planning services offered through Allen Wealth Advisors LLC.
Allen Wealth Advisors, Colleyville TX
We serve Colleyville, the Dallas Fort Worth Area and the U.S.
Including the cities of Colleyville, Southlake, Grapevine, Keller, North Richland Hills, Hurst, Euless, Bedford, Flower Mound, Argyle, Lantana, Double Oak, Copper Canyon, Highland Village, Denton and surrounding areas.
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