FAQ's

You have questions. We have answers. We’re perfect for each other. Don’t see an answer that you’re looking for? Reach out to us today!

What are our qualifications and credentials?

Our team is comprised with a vast array of experience, education and credentials. As CFP® professionals we commit to CFP Board to expand our knowledge and stay informed through mandatory continuing education.
 

Team members also hold the CEPA™ designation. The Certified Exit Planning Advisor (CEPA) is a unique designation for financial professionals who advise business owners on how to successfully sell or transition their business.

Will you have a fiduciary duty to me?

Yes. One benefit of working with a CFP® professional is that all CFP® professionals, as part of their certification, commit to CFP Board to act as a fiduciary at all times when providing financial advice to a client. 

What types of clients do you typically work with?

We typically work with entrepreneurs and medical professionals

How do you pay for your services

You can pay for financial advice in several ways. 

You may pay an hourly rate or a fixed fee by the service or retainer for the services of a CFP® professional on an ongoing basis. 

You will pay a fee based on a percentage of the investable assets we manage for you.

In certain instances, we may earn a commission on a transaction. Typically, a commission is compensation for purchasing an insurance product. 

What services do we offer?

At Washington Avenue Advisors we offer clients:

 

  • Personal Financial Planning

  • Investment Management

  • Risk Management Solutions

  • Business Planning

  • Maximizing Business Value

  • Life After Business Planning

  • Coordination of financial life with team of advisors (i.e. attorney, cpa, insurance agent)

What is your approach to financial planning?

Our approach to Financial Planning is Values Based. We want to help people make smart choices about their money. Ultimately, a values based approach helps you clearly understand your values—what’s important… to you.
 

With the use of technology our goal is to consolidate, organize and simplify your life allowing you to do more important things with your time and life

Will you be the only advisor working with me?

At Washington Avenue Advisors we are a team-based firm. When you hire Washington Avenue Advisors you get our whole team.

How much do we typically charge?

How much you pay will depend on your needs and circumstances. On average we charge 80 basis points to 100 basis points for investment advisory services.