How are fee-only financial planners different?

We do not earn commissions or receive other forms of payment that may create conflicts of interest.

Our clients generally pay for our services as part of an ongoing relationship at a preset annual rate, but in certain circumstances we perform limited scope one time engagements for a fixed fee, depending on the type of questions/advice sought. We do not receive any other forms of compensation. You will be provided a full quote prior to beginning any work with us.

To request a quote for your situation, please go to our Get Started page.

Step 1 of 3

  • Now that you've read this...
    maybe we can help.

    Talk to a financial planner briefly about your situation to see if we can help. The initial call is free.

Author: Callahan Financial Planning

Callahan Financial Planning is an independent fiduciary financial advisory firm, providing planning on a fee-only basis, without sales commissions, with offices in San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado.