Sandi Weaver, president.  Click here to see our video "Five Steps to Sound Financial Planning".Welcome to Financial Security Advisors 

Fee-only Financial Planners

Here's what sets us apart from other financial advisory firms: 

  • We provide fee-only financial planning, which means we do not accept commissions.
  • Our approach involves comprehensive financial planning, not just investment management. We help our clients make smart decisions with their money.
  • Our professional-to-client ratio is twice the industry average.*
  • We meet personally with each client twice each year: once to review investments and the second time to review their financial plan. In between these face-to-face meetings, we consult with our clients by phone at least twice each year.
  • Our fees are significantly below the industry average on larger portfolios.*

 

The result? Satisfied clients! In our 2013 client survey, 97% of clients responding said they were happy with our overall fee-only planning service; 3% replied "no". In our investment management area, 76% were very satisfied, 24% satisfied, and 0% not satisfied.  In our financial planning services, 69% of our clients responding indicated they were very satisfied, 29% were satisfied, and 3% were not satisfied.  67% of all clients responded to the 2013 survey.

Our fee-only planning structure allows us to continue growing your financial assets without the headwind of hidden fees or commissions that can affect your overall return.  Our fee-only approach lets you know exactly what you are paying and how it affects your return.

Check out our FAQ page.  We've tried to anticipate every question you may have.  Then please call us to set up an interview to find out what we can offer you.

 

*Based on a study cited in Financial Planning Association's Jan/Feb 2012 Practice Management Solutions, "Fees for Financial Planning Services: What Planners Charge" and on Schwab 2012 Registered Investment Adviser Benchmarking Study.