Simple & Fair Fees
Financial Advice Shouldn't Be Complicated
You shouldn’t need to be an expert to understand the fees you’re paying for financial advice. After all, isn’t that what you’re hiring an advisor for in the first place? That’s why we’ve designed our fee structure and client agreement to be straightforward and transparent – no middlemen, no commissions, and no complicated or unnecessary fees.
Request your consultation today and simplify your financial journey.
21st Century Financial Advice
noun
1. Financial advice for a client, paid for solely by the client via hourly fees, rather than excessive percentage-based fees or third-party commissions or kickbacks.
While some financial professionals charge high annual fees or accept third-party payment for the sale of an investment or insurance product, a 21st Century Financial Advisor does not.
Our Business Model
We’ve eliminated unnecessary fees and commissions with our innovative fee structure, which we’ve coined 21st Century Financial Advice.
We deliver simplicity to our clients, charging a straightforward hourly fee for the time they actually use. This allows them to keep more of their returns in their own pockets rather than creating a large payday or perpetual income stream for their advisor.
We Don't Charge
- Excessive Annual Fees
- Performance Fees
- Any Fees We Feel are Unnecessary
We Don't Take
- Commission for the Sale of Investment or Insurance Products
- Kickbacks for Selling Products
- Third-Party Compensation That Could Create Conflicts of Interest
We Charge
- An Hourly Fee for the Time We Spend on Your Case
We Don't Charge
- Asset Management Fees
- Excessive Annual Fees
- Performance Fees
- Any Fees We Feel are Unnecessary
We Don't Take
- Commission for the Sale of Investment or Insurance Products
- Kickbacks for Selling Products
- Third-Party Compensation That Could Create Conflicts of Interest
We Charge
- An Hourly Fee for the Time We Spend on Your Case
Are You Paying Excessive Fees?
It can be difficult to calculate how much you’re paying in fees. If you think you might be paying too much, fill out the form below and we’ll contact you to conduct a fee analysis, which will tell you how much you’re paying and how it compares.
Financial Advice, Simplified
Transparency is at the core of our business, and our onboarding process shows that. We don’t need to use lengthy documents or complex financial language to explain our fee structure. Our client agreement is only 4 pages long and easy to read. In fact, you can find it right here.
CALC Agreement
– Southwestern Advisory Group
4 Pages
Do You Know What's in Your Paperwork?
DISCLOSURE: Fiduciary Advisors with Southwestern do not accept deposits or account transfers from financial institutions with an active selling agreement for Southwestern products and services.