Why use a Fiduciary?

Benefits of a Fiduciary Advisor

  • Always act in your best interest with full legal and ethical accountability.

  • Provide transparent, fee-based pricing to minimize conflicts of interest.

  • Disclose all potential conflicts of interest, ensuring full transparency.

  • Recommend low-cost, high-value investments for long-term success.

  • Offer independent, holistic financial planning without sales pressure.

  • Minimize fees, taxes, and trading while aligning strategies to your goals.

Advice You Can Trust

FedWise Advisors is a fee-only financial services firm, meaning we don’t accept commissions from third parties for promoting or selling their products. Our compensation comes directly from you, and our fees stay consistent regardless of the investment strategy we recommend. This transparency allows us to focus solely on your needs when making any recommendations.

Not Everyone Meets This Standard

Some advisors follow a rule called Regulation Best Interest, which can be confused with being a Fiduciary. This rule requires them to recommend products that are suitable for you at the time of the suggestion but may not be the best option for you both now and in the long-term. Typically, these investments are proprietary funds that have kickbacks, pay a commission, or have hidden fees. Conflicts of interest can still exist, as long as they’re disclosed, which is typically buried in the fine print.