Get the free Fee-Only Financial Planning & Investment Management

Disclosure Brochure (Part 2A of Form ADV)Alexander Financial Planning, Inc. Felony Financial Planning & Investment Management 1621 W. First Ave. Grandview Hts., OH 43212 P (614)5381600 F (614) 8244865

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Fee-only financial planning amp is a financial planning service that charges clients a flat fee for advice and does not receive commissions or compensation from third parties.

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Any individual or company providing fee-only financial planning services must file the fee-only financial planning amp form.

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To fill out the fee-only financial planning amp form, individuals or companies must accurately report their financial planning services, fees charged, and any relevant client information.

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The purpose of fee-only financial planning amp is to provide transparency and accountability in the financial planning industry by disclosing how advisors are compensated.

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