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Fee-Based Compensation
We are a "fee-based" financial planning and wealth management firm. You pay a fee for our advice; not a fee for selling you a product you may or may not need. We feel this is the most appropriate way to charge for our services to avoid conflicts of interest such as commissions for product sales (mutual funds, annuities, etc.).
Each client's situation is unique. In order for us to understand the scope of the engagement, we first need to meet to understand your individual situation and the planning you may, or may not, have already done. Our initial consultation is always free.
Donnelly Wealth Advisors, Inc. policy is to accept new clients through referral from existing clients or attorneys, accountants, or other professionals we know in the community. This policy allows us to grow the company without sacrificing our commitment to knowing our clients and providing the highest levels of service. We appreciate the confidence you have in us and welcome the opportunity to talk with your friends or family.
To request an initial consultation, please set up an appointment by calling 858.622.9009 or by clicking here.
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©2013 Donnelly Wealth Advisors. All rights reserved.
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