Jeff  Sprowles and Associates, LLC
Fee Only Financial Planner and Investment Advisor

Fee Only Financial Planners and Investment Advisors

What does "Fee Only" mean?

Fee-Only Financial Planner in Langhorne, PA

Jeff Sprowles and Associates, LLC is a fee-only financial services organization. Unlike other advisors who are paid by the companies they invest your money with, being a fee-only financial planner means we do not accept money from anyone but our clients. We care about you and we work for you. Because you deal directly and only with us (and vice-versa), you can be confident that only your best interests are paramount. We are on your side in all financial situations and we will work with you one on one to achieve your financial goals. 

                                                    Fee-Only Financial Planner, Langhorne, PA Logo Image - Jeff Sprowles and Associates, LLC
Most financial planning and investment advisory clients pay a fixed quarterly fee that is determined after an analysis of the clients' needed services. The initial consultation is free of charge. The minimum quarterly fee is $250. Fees are charged in advance, and a refund for any unearned fees will be provided if the relationship should end. An annual meeting is required for all clients, although most clients meet more frequently than annually with a Jeff Sprowles and Associates, LLC planner. At the annual meeting, the fee is reviewed and adjusted for the next year if appropriate.

Clients who want a simple analysis of life insurance policies, investment portfolios or some other service that does not involve ongoing services are charged either a quoted fixed fee or $250 per hour plus out of pocket expenses for any travel beyond 25 miles from Langhorne, PA. Clients who want a financial plan without any investment management are charged a fixed fee that ranges from $1,000 to $25,000 depending on complexity. Updates of these plans cost 25% of the initial fee.

With a fee-only financial planner, our clients from New Jersey, Pennsylvania, and all across the country feel confident that they are paying for the best possible financial services.

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