Fee-Only Fiduciary Financial Advice. No Commissions. Ever
As a fee-only fiduciary firm, our only compensation is a transparent management fee: no commissions, no product sales, no hidden costs.
No sales pitch · 100% fiduciary duty · Transparent fee structure
100%
Fee-Only. No Commissions
CFP®
Certified Financial Planner
$37M+
Assets Under Management
150+
families served since 2012
Why Fee Only Fiduciary Financial Advice Matters
Unlike commission-based advisors, we work exclusively for you. We never earn commissions from product sales or third-party referrals.
True Fiduciary Duty
As a registered investment adviser, we are held to a fiduciary standard — a higher legal obligation than the ‘best interest’ standard that applies to many broker-dealers.
Transparent Fees
Clear, straightforward fees with no hidden commissions, markups, or conflicts of interest. You’ll know exactly what you pay.
Objective Advice
Investment recommendations based solely on your goals, never influenced by sales quotas or product commissions.
Independent Firm
We don’t work for Wall Street firms or insurance companies. Our only loyalty is to you and your financial success.
Comprehensive Plan
Holistic strategies coordinated across investments, retirement, tax planning, estate planning, and insurance — working alongside your existing advisors.
Your Advocate
We’re your wealth partner with aligned interests. Our success is measured by your financial well-being + reaching your goals.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
Fee-Only vs. Commission-Based: Know the Difference
Not all financial advisors are created equal. Here’s what sets fee-only fiduciaries apart.
Fee-Only Fiduciary Advisor
Commission-Based Advisor
Legal Obligation
How They’re Paid
Conflicts of Interest
Product Sales
Fee Transparency
Your Interests
✓ Fiduciary Duty
✓ Transparent Fee
✓ None
✓ Never
✓ Fully Disclosed
✓ Always First
Subject to Reg BI “Best Interest” standard (not fiduciary)
May earn commissions on products recommended
May have compensation-related conflicts
May be incentivized by product commissions
Fees may not be fully disclosed upfront
Required to act in your “best interest” — a different standard than fiduciary
Fee-Only Fiduciary Advisor
✓ Fiduciary Duty
✓ Transparent Fee
✓ No Conflicts of Interest
✓ Never Sell Products
✓ Your Interests Always Come First
The Fee-Only Fiduciary Difference: What You Need to Know
Download our free guide to understanding how financial advisors are compensated, what fiduciary duty really means, and the questions every investor should be asking.
✓ Fee-Only vs. Commission-Based: The Real Cost Difference
✓ Questions to Ask Any Financial Advisor
✓ Hidden Fees That Eat Your Returns
✓ Why “Fiduciary” Actually Matters
✓ How to Spot Conflicts of Interest
✓ The True Cost of Commission Products
Experience True Fiduciary Advice | No Sales Pressure
A transparent conversation about your goals, concerns, and whether fee-only advice is right for you.
1
Honest Assessment
We’ll walk you through how fee structures work and help you understand what questions to ask about your current arrangements.”
2
Conflict-Free Analysis
Get objective insights on your portfolio without any product sales or hidden agendas.
3
Clear Next Steps
Understand exactly how we work, what we charge, and how fiduciary duty protects you.
30-minute call · Zero pressure · 100% fiduciary obligation
OMNIWEALTH is affiliated with the following organizations:
Ready to Work with Advisors Who Put You First?
Join families who’ve partnered with us for transparent, conflict-free financial advice.
No sales pitch · 100% fiduciary duty · Transparent fee structure