About This Site

Purpose

This site exists to provide clear, educational information about flat fee financial advice and related pricing models. Its goal is to help investors understand how different advisory fee structures work, how they compare, and what tradeoffs to consider when evaluating financial advice.

The content on this site is designed to explain concepts, not to recommend specific advisors, strategies, or products. It is not intended to replace personalized financial advice or to suggest that one pricing model is universally better than another.

Editorial approach

Content on this site is written with an emphasis on clarity, accuracy, and neutrality. Explanations are intended to be practical and accessible, while avoiding advocacy or marketing language.

Educational content is created independently and is not influenced by advertising, sponsorships, or listing relationships. When comparisons are presented, they are meant to illustrate differences in structure and behavior rather than to promote a particular outcome.

Updates are made to improve accuracy, reflect changes in industry practices, or clarify common points of confusion.

Independence and conflicts

This site operates independently of any single financial advisory firm or platform. Educational content is developed separately from any current or future directory listings.

If advisor listings or tools are offered on this site, inclusion does not imply endorsement, and participation does not influence how educational content is written or presented.

Ownership and disclosures

This site is privately owned and operated by a financial advisor. The content provided is for educational purposes only and should not be considered individualized financial, tax, or investment advice.

Readers are encouraged to evaluate advisors, services, and pricing models based on their own circumstances and to ask questions directly of any professional they are considering working with.