Fee-Only Financial Planning

At Primaris, we specialize in providing fee-only financial planning services. Our fiduciary advisors are committed to delivering unbiased, transparent advice tailored to your unique financial goals.

Fiduciary, Fee-Only Advisors

Unlike commission-based advisors, fee-only financial planners are compensated solely by their clients. This model eliminates conflicts of interest, ensuring that recommendations are made with your best interests in mind.

Fee-Only vs. Fee-Based vs. Commission-Based

How your advisor is compensated directly affects the advice you receive. Many people do not know there is a difference, or that the words “fee-based” and “fee-only” mean very different things.

How fee-only, fee-based, and commission-based advisors compare
Comparison pointFee-Only(Primaris)Fee-BasedCommission-Based
How they are paidClient fees onlyFees + commissionsCommissions only
Fiduciary standardAlwaysSometimesRarely
Conflict of interestNonePotentialHigh
Product incentivesNoneYesYes
Typical examplesIndependent RIAsMany wirehouse advisorsInsurance agents, brokers

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