Etzler Financial Advisors is a fee-only practice that provides a wide range of financial planning and consulting services to individuals, families, and employers. These services include financial planning, retirement advice, tax advice, investment advice, estate conservation advice, and insurance advice. Etzler Financial Advisors does not sell products and is legally required to act in your best interest.
Fee Structure
Etzler Financial Advisors does not charge a fee based on the value of your investments. If you request investment management, the time spent performing these services counts against the allocated time specified in your subscription agreement. If you prefer Etzler Financial to manage your account on a discretionary basis, there is a third-party service fee of 0.25% of the value of your managed accounts, charged quarterly.
