Do you have clients outside of Denver?
While we are based in Denver, our clients live across the country. We meet with clients remotely daily.
Who are your typical clients?
We have a wide variety of individual clients of different ages and backgrounds. They are individuals and families who want advise about realizing their financial dreams. Our clients want clarity rather than marketing. They would rather be charged less than be taken out to a fancy dinner. We also partner with a select group of investment managers who recognize the need to offer their clients a strong financial plan but don't offer the service themselves.
What do you do?
Our clients come to us when they need financial advice. We use the same process whether they want to retire comfortably, pay for college, sail around the world, or begin an endowment for their alma mater.
We charge clients an hourly fee for financial advise. We offer lower fees for a bundle of hours and an Annual Package that includes regular meetings and reviews throughout the year.
Are you fee-only advisors?
We are fee only financial advisors and do not accept any commissions for financial advice. Occasionally, we help a client purchase term life insurance and have to accept a commission for the product. We tried to find a non-commissioned way to offer this product and couldn't find one.
If you have any other questions, please contact us. info@fairadvisors.com or (720) 279-1371
While we are based in Denver, our clients live across the country. We meet with clients remotely daily.
Who are your typical clients?
We have a wide variety of individual clients of different ages and backgrounds. They are individuals and families who want advise about realizing their financial dreams. Our clients want clarity rather than marketing. They would rather be charged less than be taken out to a fancy dinner. We also partner with a select group of investment managers who recognize the need to offer their clients a strong financial plan but don't offer the service themselves.
What do you do?
Our clients come to us when they need financial advice. We use the same process whether they want to retire comfortably, pay for college, sail around the world, or begin an endowment for their alma mater.
- We listen to our clients.
- We learn about their currently financial situation and what they want to accomplish.
- We analyze their situation
- We discuss our results with the clients.
We charge clients an hourly fee for financial advise. We offer lower fees for a bundle of hours and an Annual Package that includes regular meetings and reviews throughout the year.
Are you fee-only advisors?
We are fee only financial advisors and do not accept any commissions for financial advice. Occasionally, we help a client purchase term life insurance and have to accept a commission for the product. We tried to find a non-commissioned way to offer this product and couldn't find one.
If you have any other questions, please contact us. info@fairadvisors.com or (720) 279-1371