We act in your best interests — not because it’s our duty, but because it’s who we are.

At Global View, we’ve built our company on one simple promise: to serve our clients with clarity, transparency, and care, because we believe this is the right thing to do.

As a fee-only fiduciary, we work solely for YOU; not for a company, a product, or a commission. Every recommendation we make starts with understanding what matters most to you. Our goal is to give you confidence and peace of mind about the future you’re building.

Unbiased advice. No product pushing. Your goals first.

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“In a world of hundreds of thousands of investment options on a daily basis, the wealth management industry’s entrenched churn and commission-based incentive systems
undermine investors' best interests and their probability of success.”

World Economic Forum

Fee-Only vs. Fee-Based Financial Planning

Not all advisors are compensated the same way, and those differences can have a real impact on the advice you receive. At Global View, we choose to remain fully fee-only because it’s the most respectful and honest way to serve our clients.

All of Global View’s financial planners are CFP® certified, bringing the training and ethical commitment you should expect from a true fiduciary.

Meet the Global View team

Fee-Only Financial Advisor Fee-Based Financial Advisor
Common Registration Type Registered Investment Advisor (RIA) Broker-dealer or hybrid firm
Charges Commissions No Yes
Compensated By Client fees only Client fees + 3rd party commissions
Legal Standard Fiduciary standard — Legally obligated to act in your best interests Suitability standard — May recommend products with higher commissions if they are considered “suitable”
Potential Conflict of Interest Advice is objective and unbiased Commissions can influence recommendations or priorities
Focus of Advice Comprehensive, goal-driven planning across your full financial life May focus on products or accounts that generate revenue
Transparency Simple, clear, and fully disclosed pricing Often less clear, fees may be blended with product costs
Alignment with Client Interests 100% aligned  Split loyalties between serving clients and meeting sales incentives

Transparency is Part of Our Fiduciary Promise

Being a fee-only fiduciary means complete transparency about how we’re compensated. By clearly disclosing our fees, we put that commitment into practice and reinforce the trust that defines every client relationship.

View our fees

Frequently Asked Questions

What is fee-only financial planning?
Fee-only financial planning means your advisor is compensated solely by you, not through commissions, product sales, or third-party incentives. This structure ensures that all advice is objective, transparent, and centered on your goals rather than outside interests. You can learn more in our article, What's A Fee-Only Investment Advisor and Why is it the Only Way to Go?
Is a fee-only financial advisor a fiduciary?
Yes. Fee-only advisors are typically fiduciaries, meaning they are legally and ethically obligated to act in your best interests at all times. This model is designed to eliminate conflicts of interest that can come from commissions or product sales. At Global View, we embrace this responsibility not just because it’s required, but because it’s the right way to serve our clients.
Is a fee-based advisor a fiduciary?
Some fee-based advisors use the term “fiduciary,” but they don’t always act as one in every situation. Many such advisors are dually registered, meaning they can switch between giving fiduciary advice as investment advisors and selling products as broker-dealers, where only the suitability standard applies. This dual role can create confusion and potential conflicts of interest.
Are fee-only advisors more expensive?
Not necessarily. Fee-only advisors might appear more expensive upfront, but their transparent approach often leads to better long-term outcomes. With no hidden fees or sales incentives, their advice stays focused on your goals and what’s truly in your best interest.
What are the benefits of fee-only financial planning?
The benefits of fee-only financial planning (transparency, objectivity, and the absence of conflicts of interest) all add up to something even more valuable: confidence and peace of mind. When you understand how you’re being advised and why, you gain the assurance that the money you’ve worked hard to accumulate is being managed responsibly. Knowing your financial future is secure and worry-free is truly hard to put a price on.
How do fee-only advisors make money?
Fee-only advisors are paid directly by their clients through a clear, disclosed fee, often based on a flat rate, hourly rate, or a percentage of assets under management. This straightforward approach eliminates conflicts of interest and aligns the advisor’s success with yours.
How do I know if my advisor is fee-only?
You can confirm whether an advisor is truly fee-only by:
  • Asking whether they are registered RIAs only or dual-registered brokers.
  • Asking directly how they are compensated and whether they receive any commissions or third-party incentives.
  • Reviewing their Form ADV, which discloses compensation methods and potential conflicts of interest.
  • Checking their website or professional listings for clear statements about their fee-only or fiduciary status.
  • Looking for memberships in organizations like NAPFA (National Association of Personal Financial Advisors), which only accept true fee-only financial advisors.
Is a fee-only fiduciary model right for you?
If you value transparency, trust, and advice driven by your goals (not commissions), a fee-only fiduciary model is likely the best fit. It’s ideal for those who want a long-term, worry-free relationship with an advisor who’s not going to “sell” to you or take advantage of you, but instead is fully committed to your financial success. Read more in our article, Why Investors Should Seek Fee-Only Advice.

Looking for a Worry-Free Financial Partnership?

Feeling confident about your financial planning begins with knowing your advisor is always on your side.

Our fee-only fiduciary model ensures your goals come first, every time, with no hidden fees, but with peace of mind.

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