We offer a variety of client services in both fee only and fee based options. Regardless of fee structure, we always act as a fiduciary on behalf of our clients. The choice of fee structure provides options to our clients.

Increasingly investors are paying higher costs for fee only advice when a traditional fee based approach may be more cost effective. Fee only pricing can be a misleading label. Just because a payment is not being made to an advisor from the investment doesn’t mean the underlying investment has zero cost to the investor. A fee only platform has two costs – the fee paid to the advisor plus the underlying investment cost. Sadly, many fee only practitioners don’t fully disclose the underlying cost of the investments themselves.

We believe that investors should be fully informed of all investment costs no matter where they originate from. We detail all of the costs our investors pay in writing.

Bottom line – don’t be confused by labels. A cost is a cost regardless of whether it is described as fee only or fee based; internal or external; or commission or expense. Investors should always know their actual total cost regardless of their choice of fee structure.

What Sets Us Apart?

  • Integrated retirement, tax and estate planning with an investment approach that works over time, where we only recommend investments we personally own
  • Family owned and operated with over 30 years experience
  • Joel Garris honored with the 2016 Five Star Wealth Manager Award and hosts Central Florida’s longest running radio show with over 1,400 episodes

Contact Us or Access Our Radio Show