Frequently Asked Questions

To promote the public interest by advancing the profession of financial planning based upon our core values, thereby improving the quality of clients’ lives.

Financial Advisory for Everyone defines a Fee-Only planner as one who, in all circumstances, is compensated solely by the client, with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product. A Financial Advisory for Everyone member or affiliate may not receive commissions, rebates, finder’s fees, bonuses or any form of compensation from others as a result of a client’s implementation of the individual’s planning recommendations.

Financial Advisory for Everyone is an organization through which Fee-Only financial planners can further enhance their professional skills, market their services and become part of a collective, influential voice on matters that affect them and their clients. Founded in 2003,  Financial Advisory for Everyone currently has more than 400 members nationwide