FIDUCIARY ADVIsors
Potential Conflicts of Interest Disclosed
Act in Your Best Interests
Fee-Only Fiduciary Advice
Eliminating conflicts of interest.
You may think that a financial advisor is required to act in your best interest; however, that is not the case for everyone – only for those called fiduciaries. Rest assured, we adhere to the strict guidelines of the fiduciary standard of care so that your best interests always come first.
WE ARE ALWAYS LOOKING OUT FOR YOUR BEST INTERESTS!
FiDuciary Standard of Care:
- Legal obligation to make recommendations in your best interest
- No commissions on any recommendations
- Don’t sell insurance or annuities
Fee-Only Financial Advice
Fee-only financial planning means we don’t earn commissions or kick-backs on anything we recommend so there’s never a conflict of interest.
Fee-Only Fiduciary Advisors
Rowling & Associates provides fee-only investment advice. We don’t earn commissions on any recommendations and adhere to the strict fiduciary standard. As fiduciaries we are bound by the following key fiduciary duties:
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- Serve the client’s best interest
- Act in utmost good faith
- Act prudently – with the care, skill and judgment of a professional
- Disclose all material facts and conflicts of interest
- Control investment expenses
Rowling & Associates is a member of the National Association of Personal Financial Advisors (NAPFA), the leading professional organization for fee-only advisors and vetted by The Fee Only Network for strict fee-only compensation and ethical obligation. Our team members also hold prestigious designations such as Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®).
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