Fee-only

Fee-only Advisor

We are a fee-only firm.

We provide fee-only wealth management services to individuals and their families.  This means we do not sell financial products of any kind … ever.  Rather, we are compensated only by the fees paid by our clients.  We do not receive commissions, fees or other compensation from any third party.  We believe this eliminates conflicts of interest, assuring the objectivity of our recommendations.

 

 

Fee-based Advisor

Fee-based is not fee-only.

Fee-based is a term used by financial advisors who are dually registered as broker/dealers (sales representatives) and investment advisors.  It indicates they may be compensated by fees and commissions depending on products sold and other factors.

Disclosures

Click on the links below to find out more
about Asset Planning & Management's
Form ADV Part 2, Privacy Policy
and Disclosure Statement.

Form ADV Part 2

Privacy Policy

Disclosure

Company Info

Asset Planning & Management, Inc.

422 West Riverside Ave. Suite 722
Spokane, WA 99201
Phone: 509-838-4175 or 888-864-8827
Fax: 509-838-4206
Email: info@assetplanning.com