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Are Phoenix Financial Planners fee-only?

Each certified financial planner at Phoenix Fee Only is approved by the high standards of The National Association of Personal Financial Advisors (NAPFA) for strict fee-only compensation and ethics. We're not just good at what we do; what we do is good.

What is a fee-only financial planner?

Fee-Only financial planners are held to the highest ethical standard. They are the only type of financial advisor to always put client’s interest first in a fiduciary services and investment management model. Wait, what is a fiduciary? A fiduciary is a financial advisor who is legally obligated to do what’s in the best interest of their client.

Why should you choose a fee-only financial planner?

Straightforward pricing means you know exactly what you're paying for from beginning to end! Fee-only financial planners offer ongoing advice and financial planning; they are available as your life changes over time, unlike commission-based advisors who only sell clients a product.

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Risk warning: Digital asset trading is an emerging industry with bright prospects, but it also comes with huge risks as it is a new market. The risk is especially high in leveraged trading since leverage magnifies profits and amplifies risks at the same time. Please make sure you have a thorough understanding of the industry, the leveraged trading models, and the rules of trading before opening a position. Additionally, we strongly recommend that you identify your risk tolerance and only accept the risks you are willing to take. All trading involves risks, so you must be cautious when entering the market.

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