Fee-only investment advisors are compensated solely by fees paid by their clients and do not accept commissions or compensation from any other source.  We believe that there is a serious conflict of interest if the advisor stands to gain financially from the purchase of any product he or she recommends to the client.  Nationwide, less than one percent of all financial advisors are truly fee-only.

Most brokers, investment advisors, and financial planners are compensated entirely by commissions from the providers of products recommended and sold.  In fact, these "advisors" provide advice that is strictly incidental to the sale of a product.  Most of these fees are never disclosed to the client.  Some salespeople refer to themselves as “fee-based” or “fee-offset”, meaning that they charge both a fee and a commission.  Talis Advisors uses neither method and provides full disclosure of all compensation.  In addition, fee-only compensation is surprisingly affordable and is frequently much less expensive than commissions that are charged for the sale of financial products.  Please contact us to discuss a fee structure that is best suited for your situation.
 

"Financial planners who take commissions have a built-in conflict of interest.  Even with disclosure, my choice would be a fee-only planner.  Don't choose one who is fee-based -- he or she sells products.  Look for fee-only." -- Jane Bryant Quinn, Newsweek

"The most important matter is how the planner is compensated. Hire the planner who has no financial stake in your investments." -- Forbes