 |
FORM ADV PART II
This is an Adobe Acrobat document and requires Reader to view or print
CLICK HERE TO DOWNLOAD |
|
 |
 |
CONTACT US
We look forward to speaking with you about your financial needs. Click Here to go to our contact form.
(801) 355-5210
|
|
 |
|
 |
 |
 |
| The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. |
|
 |
| NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. |
|
 |
| A Financial Advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. |
|
 |
|
 |
|
 |
|
How do I know if I want to work with WFA?
We offer a free half-hour consultation to acquaint you with our services and give you an estimate of the cost. We give no advice during the first meeting. The concept of the initial conference is to allow potential clients a chance to assess our capabilities and determine if we are a good fit. |
| How does WFA charge clients? |
Hourly and Project Work
 After an initial meeting, the planner will get approval from the client for a predetermined number of hours of work or propose a project price. Hourly rates and project costs are set by each planner and should accompany a timeline. All charges are billed in arrears. Working with a planner by the hour or project means clients must be proactive. The client is responsible for identifying the body of work and specific goals. Under this arrangement, the planner does not monitor accounts on a regular basis. Many clients chose hourly or project work if they have questions regarding a specific financial issue, desire a second opinion or require a regular “check-up” on one or more aspects of their financial life. |
Retainer and Contract Clients
Retainer or contract clients receive comprehensive financial planning and wealth management services on an annual basis. Contract clients enjoy a proactive relationship with their planner, as the responsibility falls on the advisor to make timely suggestions and provide regular guidance on every aspect of the client’s financial well-being. Typically, contract or retainer clients are interested in a long-term planning relationship. The contract fee takes into consideration the complexity of the work and the amount of assets under management. WFA does not use an AUM style to calculate the contract value. Contract fees are not calculated on the fluctuating value of the portfolio or performance. |
| |
|
|
HOME • ABOUTS US • FIDUCIARY • WFA TEAM • SERVICES • COMPENSATION • CONTACT US
All content including designs, text, graphics, pictures, video, information, applications, software, music, sound and other files, and their selection and arrangement (the "Site Content"), are the proprietary property of wilsonfeeonly.com, its users or its licensors with all rights reserved.
Designed by Axiom Graphic Design Studios |
