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FAQs

Why choose a fee-only financial planner?
 
A fee-only financial planner is compensated solely by the client. Commission-based advisors receive commissions from product sales such as insurance and investment products. Often these products may offer a high commission but may not be best for you. We put your interests first, always. We receive no commissions from any investment, insurance, or other financial product we recommend to you. Our only source of compensation is the fee you pay us, ensuring that you get objective advice about your finances. We are also a proud member of NAPFA, the nation’s leading organization of fee-only comprehensive financial planning professionals. Learn more about the benefits of fee-only financial planners.

What is a CERTITIFIED FINANCIAL PLANNER®?

CERTIFIED FINANCIAL PLANNER® practitioners receive training and certification from the Certified Financial Planner Board of Standards, a professional regulatory organization. It fosters professional standards in personal financial planning so that the public values, has access to, and benefits from competent financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark.


What is your fee structure?

At MWA Advisors, we are compensated on a fee-only basis.  All fees are fully disclosed in advance, and there are no hidden brokerage or product fees. When you work with our team, you'll always know what you’re paying, whom you’re paying, and what services you're getting for the fees that we receive.


Can I use just one of your services?

We offer an integrated approach to retirement planning and investing. Over the years, we have found that the best way to serve our clients is through an integrated planning approach that coordinates each client's wealth management, retirement planning, and investment management to achieve their financial goals. As such, we believe it is ineffective and inappropriate to unbundle our services.


Do I need a financial advisor?

Did you know that the majority of all millionaires have hired the assistance of a financial advisor? These highly successful and disciplined people know that planning and implementation are keys to success. However, many people with the knowledge and experience to manage their own assets will procrastinate when it’s time to make an important decision. At MWA Advisors, we add value not only by helping you develop a sound retirement plan, but also by implementing and adjusting it when necessary. Our knowledge and advice as your trusted advisor can help you take the necessary actions to meet your goals. 



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