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As a fully independent advisory firm, we provide financial planning and portfolio management services in the purest sense. And because we are “fee-only,” our objectivity is not tested by the lure of commissions or referral fees.
While advisors who market financial products must adhere to certain product suitability standards, we are held to a fiduciary standard across all aspects of the advisory relationship. In short, we are required to place the interests of our clients ahead of our own in all instances.
If you think we might be able to help you, please do call. We pledge to address your planning needs genuinely, objectively, and cost-effectively.
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Understanding the Fee-Only Concept
Wessel Investment Counsel, LLC
22 South Pack Square
Jackson Building, Suite 400
Asheville, NC 28801-3500
Capital Financial Management NC, Inc. is an independent investment advisory firm located in Fuquay-Varina serving the state of North Carolina. Our team works for pre- and current retirees.