The Client Brochure (ADV Part 2) is a document all fee-only, fiduciary financial planners are required to file with the SEC each year. It outlines their services, fees and sets relationship expectations with clients and prospective clients.
If you work with a financial planner who has an ADV, you know you are working with a fiduciary who has a legal obligation to put your interests above their own.
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We’ll only use the information you give us for planning purposes. From time to time, we’ll also work with other professionals on your behalf - tax advisors, attorneys, etc - who will also need access to pieces of of information. Before we share anything with them, we will ask you for your authorization first