What is fee only planning?

All financial advisors are paid. Fee only planners receive fees from clients for services and advice given. Other fee models include commissions on products recommended, fees for services provided or a combination of both. Jerry J Davis CPA PC is a fee only planner. We do not receive any commissions from any recommendations made.

Click Here for diagram of fee models.

  • Life is not about what you make;
    Life is about what you make of the gifts and talents you have.

    Jerry Davis
    Email Jerry