Why Fee-Only?

Contrary to popular belief, most advisors are NOT required to act in the best interests of their clients! In fact, the compensation structure for a financial advisor can play a significant role in determining his or her objectivity.

When selecting a financial advisor, investors have three basic models from which to choose:

Only under a fee-only method of compensation are the incentives of an advisor and client truly aligned to protect and grow your wealth.

Aurochs Financial Group has been a Member of NAPFA since 1999. A short video about NAPFA:

Second Opinion Service

Our complimentary second opinion offer is available for potential clients that would like to benefit from one of three outcomes: a confirmation that your existing investments and financial plan are on target with your current advisor; the offer to become a wealth management client of ours; or we’ll offer suggestions to improve your current trajectory towards your financial goals. Since we only limit our services to a select few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.
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Or call 952-470-5049 or email us at info@aurochsfinancial.com.