Fee-Only Fiduciaries


AFCG is a fee-only financial planning and investment management firm.  We are not affiliated with any entities that sell financial products or securities.

As fiduciary advisors, our loyalty lies solely with our clients.

The core purpose of the fee-only, fiduciary model is to foster an alignment of financial interests between AFCG and our clients.

The National Assocation of Personal Financial Advisors (NAPFA) has prepared a helpful field guide entitled "Pursuit of a Financial Advisor" explaining the advantages of working with a fee-only, fiduciary advisor.  To download a free PDF copy of NAPFA's guide, click here.


Fee-Only Compensation

Fee-only means that we are compensated directly by our clients through the following arrangements:

We do not receive commissions for purchasing or selling annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products.  No finder's fees in any form are accepted by our firm.


Fiduciary Standard

AFCG is a Registered Investment Advisor registered with the Commonwealth of Virginia State Corporation Commission. 

As a Registered Investment Advisor, our firm and its advisors are fiduciaries held to a higher legal standard.  By law, a fiduciary standard requires us to always act in our clients' best interests when providing advice, making recommendations, and managing investments.

To read more about our investment approach, click here.

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