Tucson, AZ Office
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AdviceOnly
Team
Firm-wide stats for AdviceOnly
About
AdviceOnly provides advice-only financial planning services to individuals, high-net-worth clients, and businesses through ongoing, project-based, and hourly engagements. The firm does not manage client assets, does not accept custody of client funds, and does not participate in wrap fee programs.
When engaged, AdviceOnly gathers clients’ financial information and makes recommendations tailored to goals, time horizons, and risk tolerance, with a primary emphasis on passive investment strategies implemented via index mutual funds and ETFs. Planners deliver written or electronic financial plans, periodic reviews, and one-on-one support, while leaving trade execution and broker selection to clients.
Compared with many firms classified as investment managers, AdviceOnly is notable for operating multiple offices and for formal affiliations with the Garrett Planning Network Alliance and an Advice Only planners association, as well as being organized as a Public Benefit Corporation and subscribing to the Real Fiduciary™ Practices. The firm’s use of hourly and project-based planning engagements—and its absence of percentage-of-AUM management or custody—is atypical relative to the common AUM-centered business model among peers.
Based on AdviceOnly
Expertise
Based on AdviceOnly
Location
Tucson AZ
Advisors at this office
1
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