Fee-based financial planners are paid by the client to perform financial planning related functions. They may receive additional compensation from investment management services and offering insurance products. This compensation may be paid directly by the client in the form of a fee or via other sources, such as commissions from financial products that clients purchase. As a fee-based advisor, our Form ADV filing contains information that spells out how we are compensated. Even as a fee-based financial planner, we function as a fiduciary putting our clients’ best interests first.