Financial Advisor Firms Comparison
REDROCK is built on a business foundation shared by roughly only 6% of all financial advisors – the pure RIA fee only model. While Registered Investment Advisor firms might not be as familiar as Wall Street insurance companies and brokerage firms, pure RIA’s clearly have least conflict of interest and most freedom to deliver client focused financial advisor services.
Other “Financial Advisors” |
REDROCK WEALTH MANAGEMENT |
|
Financial Advisor Role |
“Financial Advisors” paid to sell you insurance and investment products | Fee-Only CERTIFIED FINANCIAL PLANNER™ focused on your financial planning needs |
Financial Advisor Function |
Sell you products (annuities, mutual funds, stocks, bonds, insurance, etc.) | Provide objective financial planning & investment advice in your best interests |
Financial Advisor Focus |
The Products which pay commissions | The Process which accomplishes what you value most! |
Financial Advisor Compensation |
Paid commissions by brokerage firm or insurance company to sell you financial products | Compensated directly by client for financial planning advice through fees only |
Investment Advisor Solutions |
Expensive commissioned products – higher costs and expenses directly affect your returns. | No-load investment solutions – lower costs and expenses directly benefit your investment performance |
