We're a registered member of the Fee-Only Financial Planner Network.
Serving high net worth clients with investable assets of $500,000 or more.
Fee-Only financial planners provide objective advice without influence from commissions or referrals.
At Shakespeare Wealth Management, we focus on providing tailored, thoughtful financial advice that lays the foundation for our clients’ long-term success.
One of the biggest advantages we provide our clients is being a fee-only financial advisor. We don’t charge commissions on product sales, so we’re not burdened with the conflicts of interest that abound in our fee-based counterparts. This means you can expect accurate, comprehensive, loyal, and truly thoughtful financial advice anchored in your best interest—not in ours. As a Registered Financial Advisor, we’re legally bound to this higher, fiduciary standard.