FAQs

Are you a fiduciary?

Yes. Eric B. Waggoner and Kiley Eory are CFP® professionals and are held to fiduciary standards. Additionally, when we work with clients in an advisory capacity on their investment accounts, we are also fiduciaries.

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How do you charge fees?

When we work with clients in an advisory capacity on their investment accounts, we charge a flat percentage. There are no trading costs, sales charges, or commissions. This is our preferred way to do business. However, if that structure does not work for you, we can help you with brokerage accounts, which may have sales charges. When we work with clients on insurance products, we may receive a commission as an insurance agent. If none of the above options are best for you, we can also work together on financial planning for a fixed fee. 

Can you help me invest in stocks?

Yes. We specialize in stock portfolios. In fact, we have a team of six people for that reason. We put our best ideas together to build well-researched stock portfolios. Eric B. Waggoner holds the Chartered Financial Analyst (CFA) designation. Alex Eory is a CFA Level II candidate and Shanzer Khan is a CFA Level I candidate.

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What if I consider myself a do-it-yourselfer?

We have a program for you. Our team loves to partner with DIYers, combining their passions and interests in stocks and other financial topics with our expertise and access to data. You don't have to do it alone. We can work together on a solution that works for you.