Fee-Only Advising

Liberty Bell Strategies believes that hiring an financial planner on a fee-based or commission basis conflicts with the fiduciary role your advisor should have – always keeping your best interest as the only priority. Commissions inherently motivate actions that will increase the commissions generated.

Fee-based planners/advisors either offset their fees with commissions, or charge a flat fee regardless of the quality or quantity of service they provide. Some even charge a retainer – they actually expect you to pay them before they do anything. Other financial planners charge a fee by calculating a percentage of your assets. This can also present a conflict of interest by motivating the advisor to chase quick returns.

As a fee-only or hourly rate financial planner we provide you with exactly the services you want. We believe that access to a trustworthy advisor should not depend on income or assets. No matter where you are at or where you want to go financially, you deserve the highest quality financial planning available. Whether you are just starting out, going through a transitional period, or enjoying retirement, we provide consistent quality service at the same rate.

We will start by discussing your current situation, goals, and priorities to develop a comprehensive and strategic action planning. This will include an estimate of time and fees for each action item. There is no cost for this initial consultation because we would like the opportunity to earn your trust and demonstrate how we can enable your future success.. If we discover together that we cannot offer you any service of value to you, or that your needs might be better served elsewhere, we will tell you -  because we will always act in your best interest. You control and decide what you want support in achieving before we proceed any further.

Our only motivation is to provide you with the highest quality of financial planning services that are in your best interest. We believe that by doing so we can earn your trust and help the greatest number of people through the recommendations and referrals from you – valued clients!