Whether you are looking for an investment advisor, a financial planner, or a financial advisor,
GreatLight Fee Only Advisors, LLC® is a firm offering a range of financial advice focused on you.
Like a beam of light cutting through the darkness to guide you to safety, sound financial advice can help you reach financial security.
GreatLight Fee Only Advisors, LLC® is the premiere choice for families and businesses looking for financial planning and investment advice.
Our team of professionals has more than sixty years of combined experience in helping investors plan for their futures.
Are you aware of how much you are actually paying your current advisor?
Fee Only advisors do not accept commissions or referral fees of any kind; their advice serves your best interests.
Working with GreatLight is an experience unlike anything that you find at a storefront brokerage office.
Our independent, client-focused style of advising provides one-of-a-kind solutions.
The fees that you pay are clearly stated and based on the complexity of your unique circumstances.
At GreatLight there are no charges or commissions hidden from you.
Because our team is paid by you, the client, we have no incentive to recommend a product or service unless it is in your best interest.
Discover the fee-only difference at GreatLight Fee Only Advisors, LLC® for yourself.
Currently managing your own accounts?
GreatLight can provide advice and assistance as you continue to manage your wealth, or take on the management of your portfolio entirely to allow you to concentrate on living your life.
As members of the National Association of Personal Financial Advisors (NAPFA), we take a fiduciary oath to put the interests of the client first.
Please contact us to schedule a get acquainted meeting in our offices, or by Skype, if you prefer.
Doesn’t every financial advisor take fiduciary oath?
Most financial advisors are not federally or state-registered Investment Advisors.
Many advisors are affiliated with Broker-Dealers and are held to a lower standard of diligence on behalf of their clients.
Such an advisor is compensated for buying and selling in their clients’ accounts.
Ask to see the complete disclosure from any advisor you work with about how they are compensated.
Then decide for yourself if an advisor can work with your best interest first and foremost.
What is a Commision-based Advisor?A commission-based advisor is paid for each transaction made in a client account. Such an advisor has a great incentive to recommend transactions and sell products that may not be in the best interest of the client. There is a great deal of potential for conflict of interest in this situation.
What is a Fee-based Advisor?A fee-based advisor receives some of their compensation from fees paid by their clients, but also receives commissions from products like annuities and insurance that they are licensed to sell.
Fee-based advisors may or may not disclose in detail to their clients how they are compensated.
What is a Fee-Only Advisor?A fee-only financial advisor is paid directly by clients for advice or ongoing management of a portfolio.
The fees may represent a flat fee for a specific service or an annual retainer. No commissions or other compensation is paid to a fee-only advisor from any outside institution.
This model ensures that your fee-only planner works for you.
If you have any questions feel free to call toll-free at 877-333-1197 or e-mail us at firstname.lastname@example.org