Fee-Only, Fiduciary Advice
With Hogan Financial, you have an expert ally by your side, at the ready, working for you.
Charging fees is not the same as being a fee-only firm. Fee-only firms like ours have chosen to be regulated as fiduciaries all of the time, not just sometimes. We don’t sell products. We don’t pay or receive referral fees. We don’t own part of an insurance agency. We are not part of a big firm with pressure to cross-sell other services. No one owns our firm but us.
We are paid only by clients and only by fees that are fully disclosed and visible from the start of each relationship. Our product is fiduciary personal advice. Period.
Some fee-only advisors charge an hourly rate. Others, like our firm, only work with clients on a continuous retainer basis. We think this retainer fee model works best because we see our services as being in a relationship with our clients, at the ready whenever a planning issue or opportunity arises.