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:
- 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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