Why Fee-Only Financial Planning

Old Peak Finance is a fee-only financial planner. Fee-only means that we don't make commissions by selling you products. We have no incentive to recommend a high-fee product. Many advisors push variable annuities, high-fee mutual funds or permanent life insurance because they are particularly profitable for the advisor. Old Peak Finance will not.

Our fee varies only based on the level of assets we manage on your behalf.

“Fee-only” is not the same as “fee-based”. Be wary of "fee-based" advisors. "Fee-based advisors" charge a fee, and, on top of that, they charge commissions on product sales.

To maximize the likelihood that you will receive advice in your best interests, hire a fee-only advisor.