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The Fiduciary Standard & Fee-Based Financial Planning

Mark Spinelli, CPA CFP™, is a member of the Committee for the Fiduciary Standard.

Why is the Fiduciary Standard Vital?

Investors must be able to count on professionals they can trust.  We have adopted the fiduciary standard which legally requires that we act, like a medical doctor, completely in your best interest.

Brokers, insurance agents and bankers generally do not have the same obligation. This difference is stark. These opposing roles have practical consequences for you the investor:

They need not tell you they make extra by pushing one particular investment when a cheaper alternative with a greater return may exist.

For more information on the fiduciary standard, please see:

The Committee for the Fiduciary Standard

Why Fee-Based Financial Planning?

Our firm offers only fee-based financial planning, which means that we are paid by our clients, rather than on commissions and fees by the owners of any investment products recommended.

Therefore our success is dependent on yours.

Fee-based financial planning is the industry gold-standard. We select investments that are in your best interest rather than selling investments which which pay us the largest commission. 

For more information on fee-based financial planning, please see:

Brokers Win, Investors Lose
Wall Street Journal. Feb 27, 2010.

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