About Us

FinanceAdvisorNearMe.com is a directory list of fee only CFP or certified financial planners. Clients trust fee only advisors because they do not sell investment products or obtain commissions for their investment recommendations. Instead, independent financial planners have an ethical obligation called a fiduciary responsibility to charge a fee only for advice provided to clients.

 

Fee Only financial planners who are current members of NAFPA are invited to get listed in this directory.

 

A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. Typically, a fiduciary prudently takes care of money or other assets for another person. Wikipedia

 

A fiduciary acts solely in the interest of the clients whose funds they are responsible for, with the exclusive purpose of providing benefits to them. They have a fiduciary responsibility for carrying out their duties prudently.