What is Fee Only?
Fee only planners are registered investment advisors that have a fiduciary responsibility to focus on your best interest. As fee only financial planners serving Allen, McKinney, Frisco and the surrounding areas, our fees are based on a fixed fee or percentage of assets under management. We do not receive any commissions or compensation based on product sales, which allows us to be objective when making wealth management recommendations. Our only source of income is from you, our client. This allows us to put your needs first by eliminating any conflicts of interest that occur through commissioned based products.
At New Dimensions Wealth Management, we strive to be sure that you understand the costs involved with your financial plan and asset management. Below you will find our fee schedule for your reference.