No commission, fee-only financial advisors

You work hard for your money. And your advisor should work hard for you. At Schwallier Wealth Management, we are a team of fee-only financial advisors focused on serving your best interests. We are not salespeople working on commission, trying to hit production targets. We are here to help you achieve your financial goals so you can live out your dreams.

What’s the difference between fee-only vs. fee-based advisors?

It’s important to understand how financial advisors are compensated so you can choose the right advisor to fit your needs. 

Fee-only financial advisors are paid directly by clients. Compensation is based on a flat fee for advisory services. Advisors may also charge a fee equal to a percentage of the assets under management for a client. Fee-only advisors do not receive any commissions or kickbacks from insurance companies, mutual funds, or brokerage houses, etc. 

Fee-based financial advisors are compensated through flat fees as well as commissions from third parties. They are incentivized to sell investment or insurance products that will earn them more money. This can introduce a conflict of interest into the advisor/client relationship, resulting in skewed recommendations that don’t put a client’s best interests at heart.

We are fee-only advisors because we believe there is no room for divided loyalties when it comes to managing money.

 Our fiduciary duty

As fee-only financial advisors, we have a sacred duty to put our clients' well being above our own. We adhere to the strict fiduciary standards and code of ethics set by the National Association of Personal FInancial Advisors (NAPFA). We strive to be transparent, objective, and fair.

 North Star services

For centuries, the North Star has been a source of reliability – a fixed point providing direction, guidance, and truth. 

To chart a course for your finances, we offer “North Star” services, designed to address five crucial points of wealth management.

Learn More:

• Financial Planning
• Investment Management
• Risk Management
• Tax Planning
• Estate Planning

Our Mission:

Schwallier Wealth Management has one mission: to help our clients achieve their long-term financial goals. As fiduciaries, we are an uncompromising partner to our clients, representing their values and dreams, free from any divided loyalties. Most importantly, we want our clients to feel confident that they are better off for having met us.