Fee-Only Financial Planning

Fee-only financial planning—working for you and only you

One of Rochester’s independent fee-only financial advisors

How It Works

Simply put, Linden Financial Consultants works only for you. We do not sell investments, insurance or financial products of any type. At Linden Financial Consultants, we are compensated only on the advice we provide to you on an hourly basis. Additionally, there are no long-term contracts, net worth limits or account minimums required. Since there are no conflicts of interest and there is no incentive to give a recommendation based on fee or commissionable products, you can rest assured that your best interest is our only interest.

The fee-only method of compensation is very common in consulting professions, and we have embraced this client-focused approach to help make competent, objective financial advice more accessible to people from all walks of life. This method allows us to tailor our services to your specific needs and circumstances when and how you need them.

With our fee-only approach, pricing is based on an hourly rate relative to the amount of time involved to work with and for you. Before we begin, we will provide a written estimate outlining the services and cost in advance. In addition to hourly services, we also offer project-based fee and retainer services.

If you are ready to start managing your financial well-being, please contact Kitty to schedule a complimentary Let’s Get Acquainted meeting.