Fee-Only Financial Planner in Alexandria, VA
In recent years, people have become more aware of the advantages of working with a fee-only financial planner. By removing the huge costs of ongoing asset management fees, Connemara Group offers smart consumers a more cost-effective method of improving their finances with the help of a certified advisor.
We give you the financial planning advice you need with a simple pricing structure. Along with the peace of mind from working with a fiduciary that acts in your best interests.
Alexandria’s Fee-Only Financial Planning Company
Tom Conway founded the Connemara Group with a vision for making it more affordable to access the highest level of financial planning expertise. In his years in banking and brokerage, Tom saw that many people throw unnecessary amounts of money at investments in the form of ongoing management fees.
As fee-only financial advisors, our Alexandria firm runs on a no-commission model. We provide highly educated advice and comprehensive plans that you can use to improve your own financial outcomes.
The difference between fee-only financial planners and other wealth management styles rests largely on the fact that we operate as a fiduciary. Our advice serves your best interests only. We’re devoted to maintaining the highest level of competency, the best research, and the most objective views.
Fee-Only Financial Advising Made Easy
Too often, people get stuck treading water on their investments because of the considerable and recurring costs of asset management fees. Why not get the expert advice you need to make money decisions, then implement those plans in your preferred method and save thousands?
Most advisors, including many other fee-only financial planners, require assets under management and charge a flat or percentage fee based on your assets. Connemara Group does not require assets under management (AUM) for several reasons:
- The AUM model is prohibitive for clients who are still growing their modest wealth.
- Even for wealthier clients with large portfolios, the large, ongoing fees threaten to cancel out your financial progress.
- Finally, an AUM requirement conflicts with our fiduciary oath to serve your best interests. An advisor who takes a percentage of your invested wealth has a conflicting interest to keep your wealth invested with them.
Choosing a Fee-Only Financial Planner
Finding the right match in a financial advisor means finding the right alignment in terms of both personality and areas of expertise. Our broad base of knowledge serves people of various financial circumstances in the Alexandria area, and we’d love to speak with you to determine if our services are right for you.
Schedule with Connemara Group
Connemara Group has multiple offices near Alexandria, including Arlington and Washington, DC. If you’re ready to stop guessing and find answers to your financial question marks, we invite you to Get Started with our fee-only financial planning services.
Give us a call at 301-321-3600