Investment Counsel & Financial Planning
FEE ONLY Registered Investment Advisers
We are Fiduciaries
Investment Counsel & Financial Planning
FEE ONLY Registered Investment Advisers
We are Fiduciaries
About Us
David F. Bello, CFP®
CERTIFIED FINANCIAL PLANNER TM
Financial Planning Since 1972
Samuel J. Bello, CFP®
CERTIFIED FINANCIAL PLANNER TM
Financial Planning Since 2005
What is Fee Only Financial Planning?
Financial Planning is the long-term process of wisely managing your finances to set and achieve your financial goals and objectives, while at the same time navigating the financial barriers that inevitably arise in every stage of life. It is a process not a product. FEE ONLY places the planner and you on the same side of the table, no conflicts. The planner charges a fee and is not compensated for sales of a product (No Commissions). Our fee is 9/10ths of 1% per annum of the assets that we manage on your behalf. Included in this fee is unlimited Financial Planning Services.
Why a CERTIFIED FINANCIAL PLANNER TM?
The CFP® mark identifies financial planners who are committed to competent and ethical behavior when providing financial planning. Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements.