We at Mote Wealth believe there are not enough Fee-Only fiduciary advisors in the world and specifically in Iowa and the Midwest. Like most NAPFA members, we welcome the opportunity to meet with anyone of any age who may be considering becoming a Fee-Only financial planner, from career changers to those just starting out to anyone in between.
We enjoy the opportunity to help potential advisors determine if becoming a Fee-Only planner may be the career they are looking for. As many NAPFA members did for us, we gladly share information that may be helpful, such as the software we use, our processes and procedures, the different business models that a practice may follow, the organizations that can be helpful, and contact information for other Fee-Only advisors who we know will also offer assistance. We ask the future Fee-Only advisors to share their plans and goals with us and give them honest and open feedback and guidance. Of course, there is never a fee for this kind of assistance.