Frequently Asked Questions

What exactly is a "fee-only" firm?

Brazos Wealth Advisors is a FEE ONLY planning firm. We do not accept commissions or kickbacks from investments and financial firms. We work for you, the client, and the only person who pays us is, you the client. We keep our fees transparent and low. 

Brazos Wealth Advisors maintains low overhead and we constantly keep our expenses low so that we can pass on to our clients a fee structure less than most of our competitors. 

The first consultation is always free, so we may determine if we can be of any benefit to the client.

How does comprehensive financial planning work?

Financial decisions are easier to make when you have a plan.

You will have a sense of well-being once you know your “big picture.”

You will know what to do with your money and how to accumulate money.

Retirement can be better and easier. You will know what your retirement income is and where it will come from.

What is "sensible" about your investment management?

What are the benefits of having Brazos Wealth Advisors manage your assets?

You won’t be sold something you don’t need. We are a fiduciary and work only for the client. We won’t be pushing an investment because our home office asks us to, or because we get a commission.

You will have Peace of Mind.

You will have access to more investment options. We are independent and use TD Ameritrade Institutional as our custodian giving us access to institutional investment options not offered to retail customers.

You can track your investments online and through your phone. Using our firm’s client portal on your device or phone app.

Your investments will coordinate with your financial goals.

You get 24/7 access to financial advice from a Certified Financial Planning Professional™.

You can have fun with your money and support favorite causes. When our clients have interest in certain industries or causes, we invest their portfolios to pursue those interested investments or support those causes.