A Fee-Only Financial Planner/Advisor. No product sales, just advice.
At Cole Financial Planning & Wealth Management (ColeFP), we're committed to providing sound, conservative, and objective (as much as humanly possible) financial advice and ONLY advice. As a Fee-Only advisory firm, we do not sell any financial products, nor do we accept commissions or referral fees when some sort of financial product is warranted.
If we don't sell products or make commissions, how do we get paid? We work like an accountant or lawyer and work for you on an hourly or project basis. We don't require any assets to manage, nor do we have any asset minimums. If you have financial questions, we're here to help you answer them.