Fee Only


Our compensation is solely from fees paid directly by our clients. Normally, FPTW provides financial planning services only to clients in the Managed Account Program. In certain client situations, we may also offer a program to provide you with a broad range of comprehensive financial planning and consulting services. Prior to engaging FPTW, you will generally be required to enter into a retainer agreement that sets forth the terms and conditions of the engagement, describing the scope and the services to be provided and the fee.


Fees may be based on the value of assets invested through us in the Managed Account Program. For some relationships, an annual fixed fee might be appropriate, billed quarterly.

Our policy is one of complete and open disclosure regarding all compensation arrangements. We encourage you to read the information provided in our Form ADV, Part 2A and Wrap Fee Brochure, found under the link entitled Compliance.