Client-centered, fee-only planners, like Reserve Wealth Financial Services Strategic, are compensated for their knowledge and services.
As part of detailed financial planning, there are cost to you at various stages of the process. Before making any recommendations, we will discuss and agree the fees with you.
Our fee model allows you to choose the amount of service and financial advice you require. In essence, it is a user pay approach — we do not assume that the more money you have, the more financial advice you need.