Is Finwell a fiduciary?
Yes, Finwell is a fiduciary.
Is Finwell a fee-only advisor?
Yes! Finwell is fee-only. We do not earn commissions by giving you advice.
Are there minimum balances to work with Finwell?
No. We do not require minimum balances or minimum net worth to work with us.
What is a CFP®?
A CFP®, or CERTIFIED FINANCIAL PLANNER™, is an advisor that has achieved the gold standard credential of financial planning. If your advisor is a CFP®, that means they have thousands of hours worth of experience, have completed a series of courses about financial planning, passed a rigorous exam, and is legally obligated to act in clients best interest.