Fee-only · Fiduciary · Registered Investment Adviser
Bracken & Lowe Arrange an introduction

Fee-only fiduciary · RIA

Three conversations before anyone signs anything.

Fee-only fiduciary advice for families and business owners. Three unhurried conversations before any paperwork exists: what you have, what you want it to do, and what we would actually change.

Arrange an introduction See our fees
Fee schedule published
  • Fee-only, always
  • Fiduciary at all times
  • Fee schedule published
  • CFP® professionals

Fee-only. Fiduciary. Fee schedule published. No products sold, ever.

Services

How we work with families

Planning first. Investment management matters, but it is rarely the thing that changes an outcome.

Results
Process

How a relationship starts

Three conversations before anyone signs anything, and no cost until you decide to proceed.

  1. Introduction

    Half an hour, no cost, no preparation needed. Mostly us listening and you deciding whether you like us.

  2. Discovery & analysis

    We gather everything and analyse it properly: tax returns, statements, insurance, estate documents. Two to three weeks.

  3. The plan

    Presented in full, in plain English, including what we think you're doing wrong. You take it away whether or not you engage us.

  4. Ongoing

    Quarterly reviews, annual deep planning, and access between times without watching a clock.

Three conversations

The room they happen in.

Two chairs, one table, no screen. The third conversation ends with a signature or a handshake and either is fine.

Two chairs
Two chairs
The fee, on one page
The fee, on one page
Worked out in pencil
Worked out in pencil
The plan, bound
The plan, bound
Afternoon
Afternoon
The street, at eight
The street, at eight

Wondering whether you're being well advised?

The first conversation costs nothing and takes about an hour. A good share of people leave reassured about the adviser they already have, which is a fine outcome.

Arrange an introduction (928) 240-8853

Or leave your details and we'll call you back.

Fee-only. Fiduciary. Fee schedule published. No products sold, ever.

Arrange an introduction(928) 240-8853