
Why Choose A CFP® Professional?
Fee-Only Financial Planning • Wealth Management • Personalized Guidance

When it comes to securing your financial future, hiring a Certified Financial Planner (CFP®) can provide you with the expertise and guidance you need.
A CFP® is committed to acting in your best interest, offering personalized strategies that align with your unique goals and navigating life’s financial transitions with confidence. As part of their certification, CFP® professionals are committed to high ethical standards.
What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. Discover how working with a CFP® professional can make a difference in your financial journey.
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Why Choose a Fee-Only Fiduciary Advisor?
Opting for a fee-only fiduciary advisor ensures unbiased, transparent advice focused solely on your best interests. This approach fosters trust and accountability, empowering you to achieve your financial goals with confidence.
In contrast, fee-based or commission-only advisors may create potential conflicts of interest and lack transparency, which can compromise your financial well-being.
vs
Fee-Only
Fiduciary Advisor
Fee-Based/Commission
Only Advisor
Compensation Structure
Fee-Only Fiduciary Advisor
Fees are derived solely from clients, with all terms clearly defined and agreed upon in advance.
Fee-Based/Commission-Only Advisor
Compensation is derived from both client fees and commissions or revenue sharing from products sold, allowing the advisor to be compensated from multiple sources.
Conflict of Interest
Fee-Only Fiduciary Advisor
No conflicts; must act in the client’s best interest.
Fee-Based/Commission-Only Advisor
Inherent conflicts of interest may arise from commission incentives that encourage the recommendation of higher-cost products.
Transparency
Fee-Only Fiduciary Advisor
Transparent pricing ensures clients understand exactly what they are paying for.
Fee-Based/Commission-Only Advisor
Fees can be less transparent or unknown, leading to confusion.
Focus on Client Needs
Fee-Only Fiduciary Advisor
Recommendations are personalized and focused on the client’s best interests.
Fee-Based/Commission-Only Advisor
Advice may be influenced by inherent conflicts of interest, resulting in recommendations that prioritize the advisor's higher compensation.
Trust and Accountability
Fee-Only Fiduciary Advisor
High accountability, legally bound to prioritize the client’s interests.
Fee-Based/Commission-Only Advisor
Limited accountability; the suitability standard only requires recommendations to meet legal minimums, rather than prioritizing the client's best interests.
Relationship
Fee-Only Fiduciary Advisor
Long-term partnership aimed at achieving your financial goals.
Fee-Based/Commission-Only Advisor
Transactional relationship, influenced by product sales.
Reach out to us.
Ready to take the first step? Reach out today for a complimentary introductory phone call. We look forward to understanding your needs and discussing how we can empower you to achieve your ideal financial future. Let’s embark on this journey together!
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Locations: Houma, Metairie and Baton Rouge