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.
Fill in the information below to start the 2nd opinion process

Or call 952-470-5049 or email us at info@aurochsfinancial.com.