Resources

Frequently Asked Questions

What separates you from other financial advisors?

Structure and time. As independent, fee-only advisors, our business is designed so we are always on our clients’ side of the table. Since our revenue comes directly from our clients, our loyalty and focus are with them. Of equal importance, we carefully limit our practice to a select group of smart, successful, and fun clients to ensure we always have time to address their needs quickly and thoroughly when issues arise.

What does being a Fiduciary mean?

As a fiduciary, we are obligated to act solely in our clients’ best interests. By comparison, brokers and advisors who are not fiduciaries must only believe their recommendations are suitable for their clients. As fiduciaries, we must disclose any conflict of interest—or potential conflict of interest—to our clients prior to and throughout our engagement. Fiduciaries must also adopt a code of ethics and fully disclose how they are compensated.

WHERE ARE MY INVESTMENTS HELD?

Stocks, bonds, mutual funds, and exchange traded funds are securely held in your accounts at Fidelity Investments or Charles Schwab. Tillman Hartley never takes custody of client assets; we only have your permission to manage them.

What is a Fee-Only Financial Advisor?

A fee-only financial advisor is compensated directly by his or her clients for advice, plan implementation, and for the ongoing management of assets.  This aligns the advisors interests with those of the client and avoids the potential conflicts of interest created when a significant portion of an advisor’s income comes from selling financial products to you.

I'd like to get started, how does this work?

We look forward to hearing from you!  Please use the button below to schedule an introductory conversation to help us better understand your needs and determine if we are a good fit.  Following your approval, we will begin the wealth management process by gathering a few documents and preparing the necessary paperwork. 

Complimentary Review

Discover the value of trustworthy financial advice and holistic wealth management. Schedule a complimentary “Let’s Get Acquainted” call today.