HGWM Wealth Management Logo for Website
  • Fee-Only

We Work on a Fee-Only Basis

To minimize conflicts of interest, we are paid only by our clients. This method is what’s referred to as “fee-only.” We never accept commissions. Hence, our advice is not influenced by the purchase or sale of a financial product. Unfortunately, the vast majority of financial advisors in the United States are sellers of financial products. Some or all of their income may be dependent upon their ability to steer their clients to a limited number of the many financial products available today. These advisors include stockbrokers, insurance agents, accountants, and attorneys, as wells as financial planners. Our Fee-Only structure greatly minimizes conflicts of interest.

Our Fiduciary Responsibility

We act as a fiduciary for our clients. That means that we will exercise our best efforts to act in good faith and the best interests of our clients. We will provide written disclosure of any conflicts of interest, which may compromise our impartiality or independence. We do not receive commissions. Furthermore, HG Wealth Management does not receive any fees or other compensation from another party based on the referral of a client or the client’s business.