Frequently Asked Questions:
What is a Fee-only advisor?
As a fee-only advisor, I do not accept commissions as a form of compensation. I offer unbiased financial planning and investment management services and put your best interests first.
What is a fiduciary?
A fiduciary is focused on placing the clients best interests first. As as fee-only financial advisor, I do not accept commissions, which eliminates as many conflicts of interests as possible.
Where are Assets held for investment management services?
As a Registered Investment Adviser, Your Story Financial, LLC is utilizing TD Ameritrade Institutional as a custodian. TD Ameritrade Institutional is a leading provider of custody services to Registered Investment Advisers.